+508.9%
AXTI vs XEL
+775.9%
-267.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.9% |
| 7D | +15.1% | -1.2% | +16.3% | +15.4% |
| 30D | -12.3% | -2.9% | -9.4% | -11.8% |
| 3M | -24.1% | -2.7% | -21.4% | -23.9% |
| 6M | +46.0% | -6.5% | +52.6% | +47.5% |
| YTD | +295.7% | +3.6% | +292.1% | +292.0% |
| 1Y | +1,825.6% | +7.5% | +1,818.1% | +1,793.5% |
| 3Y | +2,630.0% | +46.3% | +2,583.6% | +2,409.7% |
| 5Y | +601.0% | +30.5% | +570.4% | +555.6% |
| 10Y | +1,459.0% | +151.4% | +1,307.6% | +1,159.0% |
| All | +508.9% | +775.9% | -267.0% | +302.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling