+120.6%
VLO vs AXON
-40.7%
+161.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.8% | -7.6% | -5.6% |
| 7D | -6.0% | +0.2% | -6.2% | -5.9% |
| 30D | -12.9% | +3.0% | -15.9% | -12.7% |
| 3M | +18.3% | -30.1% | +48.5% | +16.7% |
| 6M | +46.4% | +7.7% | +38.7% | +47.4% |
| YTD | +127.7% | -25.3% | +153.1% | +125.7% |
| 1Y | +120.6% | -39.9% | +160.5% | +111.6% |
| All | +120.6% | -40.7% | +161.3% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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