+601.0%
AXTI vs XLC
+37.9%
+563.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.7% |
| 7D | +15.1% | -1.7% | +16.8% | +16.7% |
| 30D | -12.3% | +0.2% | -12.5% | -13.4% |
| 3M | -24.1% | +0.7% | -24.8% | -26.6% |
| 6M | +46.0% | -4.5% | +50.5% | +49.6% |
| YTD | +295.7% | -4.7% | +300.5% | +307.2% |
| 1Y | +1,825.6% | -1.5% | +1,827.1% | +1,823.8% |
| 3Y | +2,630.0% | +72.2% | +2,557.7% | +1,500.2% |
| 5Y | +601.0% | +39.3% | +561.7% | +432.1% |
| All | +601.0% | +37.9% | +563.1% | +432.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling