+2,587.6%
AXTI vs VLO
+196.5%
+2,391.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.5% |
| 7D | +5.1% | +5.3% | -0.2% | +2.8% |
| 30D | -17.5% | +18.2% | -35.7% | -23.5% |
| 3M | -26.7% | +53.3% | -80.0% | -40.5% |
| 6M | +36.8% | +70.4% | -33.7% | +4.0% |
| YTD | +296.1% | +143.4% | +152.8% | +149.6% |
| 1Y | +1,810.6% | +153.0% | +1,657.6% | +1,070.9% |
| 3Y | +2,587.6% | +195.0% | +2,392.6% | +1,302.5% |
| All | +2,587.6% | +196.5% | +2,391.1% | +1,302.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling