+601.0%
AXTI vs VLO
+600.5%
+0.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.8% |
| 7D | +15.1% | +4.0% | +11.1% | +13.7% |
| 30D | -12.3% | +19.0% | -31.3% | -17.5% |
| 3M | -24.1% | +50.0% | -74.1% | -34.8% |
| 6M | +46.0% | +79.1% | -33.1% | +16.8% |
| YTD | +295.7% | +140.3% | +155.4% | +184.2% |
| 1Y | +1,825.6% | +148.3% | +1,677.3% | +1,262.5% |
| 3Y | +2,630.0% | +194.6% | +2,435.3% | +1,698.8% |
| 5Y | +601.0% | +609.6% | -8.6% | +290.3% |
| All | +601.0% | +600.5% | +0.5% | +290.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling