+276.5%
AXTI vs XLP
+22.3%
+254.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.5% | -8.0% |
| 7D | -23.4% | +2.3% | -25.8% | -18.2% |
| 30D | -42.6% | +9.1% | -51.7% | -24.0% |
| 3M | -46.7% | +7.9% | -54.6% | -29.2% |
| 6M | -66.2% | +9.6% | -75.8% | -51.4% |
| YTD | +140.4% | +19.4% | +121.0% | +287.7% |
| 1Y | +276.5% | +22.4% | +254.2% | +534.7% |
| All | +276.5% | +22.3% | +254.2% | +534.7% |
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