+670.5%
AXTI vs XLP
+523.7%
+146.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.8% | +10.5% | +10.1% |
| 7D | +5.1% | -1.0% | +6.2% | +5.6% |
| 30D | -10.2% | -0.9% | -9.3% | -10.2% |
| 3M | -41.8% | +3.8% | -45.7% | -44.4% |
| 6M | +57.5% | -1.7% | +59.3% | +54.5% |
| YTD | +277.0% | +10.3% | +266.7% | +247.1% |
| 1Y | +1,982.4% | +7.8% | +1,974.6% | +1,824.3% |
| 3Y | +2,234.8% | +27.2% | +2,207.6% | +1,834.7% |
| 5Y | +528.3% | +32.5% | +495.8% | +406.4% |
| 10Y | +1,310.5% | +101.8% | +1,208.7% | +784.1% |
| All | +670.5% | +523.7% | +146.8% | +188.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling