+296.5%
AXTI vs XLP
+20.7%
+275.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -8.5% |
| 7D | +18.6% | -0.2% | +18.8% | +17.4% |
| 30D | -32.6% | +8.2% | -40.8% | -13.3% |
| 3M | -44.5% | +7.7% | -52.2% | -26.4% |
| 6M | -64.6% | +9.3% | -73.9% | -49.1% |
| YTD | +166.3% | +19.5% | +146.8% | +330.0% |
| 1Y | +296.5% | +21.0% | +275.5% | +552.5% |
| All | +296.5% | +20.7% | +275.8% | +552.5% |
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