+1,972.9%
AXTI vs XLP
+43.2%
+1,929.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.9% | +9.5% | +11.6% |
| 7D | -11.0% | +0.1% | -11.0% | -10.7% |
| 30D | -37.3% | +8.9% | -46.3% | -28.1% |
| 3M | -51.6% | +7.5% | -59.0% | -44.3% |
| 6M | -63.1% | +9.4% | -72.6% | -56.0% |
| YTD | +162.4% | +19.3% | +143.2% | +221.0% |
| 1Y | +353.6% | +21.7% | +331.9% | +458.5% |
| 3Y | +1,972.9% | +44.0% | +1,929.0% | +2,437.0% |
| All | +1,972.9% | +43.2% | +1,929.7% | +2,437.0% |
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