+2,489.9%
AXTI vs XLP
+28.2%
+2,461.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.8% | +10.5% | +8.9% |
| 7D | +5.1% | -1.0% | +6.2% | +4.1% |
| 30D | -10.2% | -0.9% | -9.3% | -10.2% |
| 3M | -41.8% | +3.8% | -45.7% | -39.6% |
| 6M | +57.5% | -1.7% | +59.3% | +61.4% |
| YTD | +277.0% | +10.3% | +266.7% | +297.5% |
| 1Y | +1,982.4% | +7.8% | +1,974.6% | +2,099.1% |
| All | +2,489.9% | +28.2% | +2,461.7% | +2,569.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling