+554.7%
AXTI vs VLO
+10,083.1%
-9,528.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.6% | +11.8% |
| 7D | +24.0% | +5.8% | +18.2% | +21.9% |
| 30D | -21.5% | +28.3% | -49.8% | -27.9% |
| 3M | -23.4% | +48.7% | -72.1% | -33.1% |
| 6M | +114.9% | +71.9% | +43.0% | +77.4% |
| YTD | +325.4% | +138.7% | +186.8% | +216.0% |
| 1Y | +2,136.7% | +148.5% | +1,988.2% | +1,535.1% |
| 3Y | +2,835.0% | +192.7% | +2,642.4% | +1,919.1% |
| 5Y | +652.8% | +601.6% | +51.2% | +275.3% |
| 10Y | +1,513.9% | +900.2% | +613.7% | +575.1% |
| All | +554.7% | +10,083.1% | -9,528.4% | -5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling