+1,982.4%
AXTI vs XLC
0.0%
+1,982.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.2% | +10.9% | +10.0% |
| 7D | +5.1% | -0.8% | +6.0% | +5.3% |
| 30D | -10.2% | +1.0% | -11.2% | -11.2% |
| 3M | -41.8% | -0.7% | -41.1% | -40.8% |
| 6M | +57.5% | -5.1% | +62.7% | +73.2% |
| YTD | +277.0% | -4.3% | +281.3% | +311.1% |
| 1Y | +1,982.4% | -0.6% | +1,983.0% | +2,124.9% |
| All | +1,982.4% | 0.0% | +1,982.5% | +2,124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling