+1,472.1%
AXTI vs OXY
+7.5%
+1,464.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +5.1% | +2.8% | +2.2% | +4.4% |
| 30D | -17.5% | +5.5% | -22.9% | -18.6% |
| 3M | -26.7% | +11.3% | -38.0% | -29.2% |
| 6M | +36.8% | +11.6% | +25.2% | +31.4% |
| YTD | +296.1% | +51.6% | +244.6% | +249.2% |
| 1Y | +1,810.6% | +36.2% | +1,774.4% | +1,632.8% |
| 3Y | +2,587.6% | +1.7% | +2,585.8% | +2,513.2% |
| 5Y | +601.7% | +164.5% | +437.3% | +408.2% |
| All | +1,472.1% | +7.5% | +1,464.6% | +1,177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling