+1,472.1%
AXTI vs XEL
+151.6%
+1,320.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | -17.5% | -3.9% | -13.5% | -17.1% |
| 3M | -26.7% | -2.8% | -23.9% | -26.6% |
| 6M | +36.8% | -5.4% | +42.2% | +37.3% |
| YTD | +296.1% | +3.8% | +292.4% | +294.1% |
| 1Y | +1,810.6% | +6.8% | +1,803.8% | +1,793.2% |
| 3Y | +2,587.6% | +45.6% | +2,542.0% | +2,433.8% |
| 5Y | +601.7% | +30.7% | +571.0% | +574.5% |
| All | +1,472.1% | +151.6% | +1,320.5% | +1,414.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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