+1,560.5%
AXTI vs XLP
+102.3%
+1,458.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.6% |
| 7D | +21.0% | -2.9% | +23.9% | +22.0% |
| 30D | -6.6% | -2.2% | -4.4% | -6.4% |
| 3M | -12.1% | -0.6% | -11.5% | -13.6% |
| 6M | +78.7% | -2.2% | +80.9% | +75.9% |
| YTD | +321.5% | +8.3% | +313.2% | +293.9% |
| 1Y | +2,166.8% | +5.7% | +2,161.0% | +2,028.1% |
| 3Y | +2,807.6% | +25.7% | +2,781.9% | +2,313.2% |
| 5Y | +651.5% | +31.3% | +620.2% | +503.9% |
| 10Y | +1,560.5% | +106.2% | +1,454.3% | +891.8% |
| All | +1,560.5% | +102.3% | +1,458.2% | +891.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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