+743.4%
AXTI vs OXY
+160.1%
+583.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -18.5% |
| 3M | -26.7% | +11.3% | -38.0% | -29.0% |
| 6M | +36.8% | +11.6% | +25.2% | +31.6% |
| YTD | +296.1% | +51.6% | +244.6% | +248.9% |
| 1Y | +1,810.6% | +36.2% | +1,774.4% | +1,635.1% |
| 3Y | +2,587.6% | +1.7% | +2,585.8% | +2,504.6% |
| All | +743.4% | +160.1% | +583.3% | +552.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling