+80.4%
AXTI vs VLO
+70.6%
+9.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.6% | +12.4% |
| 7D | +24.0% | +5.8% | +18.2% | +23.2% |
| 30D | -21.5% | +28.3% | -49.8% | -23.5% |
| 3M | -23.4% | +48.7% | -72.1% | -27.7% |
| All | +80.4% | +70.6% | +9.8% | +57.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling