+508.9%
AXTI vs OXY
+898.2%
-389.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.0% |
| 7D | +15.1% | +0.9% | +14.2% | +14.9% |
| 30D | -12.3% | +3.6% | -15.9% | -13.2% |
| 3M | -24.1% | +7.1% | -31.3% | -26.2% |
| 6M | +46.0% | +15.7% | +30.4% | +38.7% |
| YTD | +295.7% | +50.1% | +245.6% | +247.9% |
| 1Y | +1,825.6% | +34.1% | +1,791.5% | +1,646.2% |
| 3Y | +2,630.0% | -1.5% | +2,631.4% | +2,574.6% |
| 5Y | +601.0% | +162.0% | +439.0% | +398.8% |
| 10Y | +1,459.0% | +5.1% | +1,454.0% | +1,100.2% |
| All | +508.9% | +898.2% | -389.2% | +180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling