+2,759.3%
AXTI vs XLC
+70.4%
+2,688.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +21.0% | -1.4% | +22.4% | +22.3% |
| 30D | -6.6% | -0.9% | -5.7% | -6.8% |
| 3M | -12.1% | -0.3% | -11.7% | -14.0% |
| 6M | +78.7% | -5.2% | +83.9% | +85.5% |
| YTD | +321.5% | -5.3% | +326.8% | +339.1% |
| 1Y | +2,166.8% | -2.8% | +2,169.6% | +2,199.4% |
| All | +2,759.3% | +70.4% | +2,688.9% | +1,654.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling