+2,166.8%
AXTI vs XLP
+6.1%
+2,160.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -4.1% |
| 7D | +21.0% | -2.9% | +23.9% | +11.9% |
| 30D | -6.6% | -2.2% | -4.4% | -10.4% |
| 3M | -12.1% | -0.6% | -11.5% | -8.3% |
| 6M | +78.7% | -2.2% | +80.9% | +81.0% |
| YTD | +321.5% | +8.3% | +313.2% | +464.9% |
| 1Y | +2,166.8% | +5.7% | +2,161.0% | +2,544.6% |
| All | +2,166.8% | +6.1% | +2,160.6% | +2,544.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling