+1,810.6%
AXTI vs VLO
+152.2%
+1,658.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | +5.1% | +5.3% | -0.2% | +3.9% |
| 30D | -17.5% | +18.2% | -35.7% | -20.5% |
| 3M | -26.7% | +53.3% | -80.0% | -34.5% |
| 6M | +36.8% | +70.4% | -33.7% | +18.0% |
| YTD | +296.1% | +143.4% | +152.8% | +206.3% |
| 1Y | +1,810.6% | +153.0% | +1,657.6% | +1,388.2% |
| All | +1,810.6% | +152.2% | +1,658.4% | +1,388.2% |
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