+471.6%
VLO vs AXON
+81.2%
+390.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.2% |
| 7D | +6.8% | -19.7% | +26.5% | +7.7% |
| 30D | -17.9% | -25.7% | +7.8% | -16.9% |
| 3M | +13.5% | -48.8% | +62.3% | +16.6% |
| 6M | +53.0% | -22.0% | +75.0% | +52.8% |
| YTD | +133.7% | -45.9% | +179.7% | +138.2% |
| 1Y | +115.7% | -46.1% | +161.7% | +119.7% |
| 3Y | +231.9% | +40.9% | +191.0% | +203.8% |
| 5Y | +471.6% | +80.2% | +391.4% | +386.0% |
| All | +471.6% | +81.2% | +390.4% | +386.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling