+743.4%
AXTI vs XLU
+42.8%
+700.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +5.1% | -1.6% | +6.7% | +6.0% |
| 30D | -17.5% | -3.3% | -14.2% | -16.1% |
| 3M | -26.7% | -3.2% | -23.5% | -26.1% |
| 6M | +36.8% | -7.0% | +43.7% | +40.7% |
| YTD | +296.1% | +0.6% | +295.5% | +290.0% |
| 1Y | +1,810.6% | +2.4% | +1,808.2% | +1,771.7% |
| 3Y | +2,587.6% | +46.3% | +2,541.3% | +2,072.9% |
| All | +743.4% | +42.8% | +700.6% | +596.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 5y: compounded portfolio wealth divided by compounded XLU 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…
5y analysis · Full analysis span regression · 6 months rolling