+7,301.6%
VLO vs AXON
+59,416.1%
-52,114.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -9.5% | -27.4% | +17.8% | -5.8% |
| 30D | -19.1% | -28.5% | +9.3% | -15.7% |
| 3M | +11.4% | -49.3% | +60.6% | +21.1% |
| 6M | +46.7% | -25.0% | +71.8% | +49.4% |
| YTD | +118.6% | -46.7% | +165.4% | +130.5% |
| 1Y | +99.9% | -48.3% | +148.1% | +111.5% |
| 3Y | +210.5% | +38.8% | +171.7% | +174.0% |
| 5Y | +432.7% | +77.7% | +355.0% | +339.2% |
| 10Y | +717.1% | +1,028.0% | -310.9% | +380.5% |
| All | +7,301.6% | +59,416.1% | -52,114.5% | +2,372.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling