+1,982.4%
AXTI vs VLO
+143.4%
+1,839.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +5.2% | -0.1% | +4.1% |
| 30D | -10.2% | +22.6% | -32.8% | -14.0% |
| 3M | -41.8% | +43.8% | -85.6% | -46.6% |
| 6M | +57.5% | +65.7% | -8.2% | +38.5% |
| YTD | +277.0% | +131.1% | +145.9% | +207.3% |
| 1Y | +1,982.4% | +143.6% | +1,838.8% | +1,652.6% |
| All | +1,982.4% | +143.4% | +1,839.1% | +1,652.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling