+708.7%
AXTI vs XLU
+623.5%
+85.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.6% |
| 7D | +15.1% | -1.2% | +16.3% | +15.9% |
| 30D | -12.3% | -2.5% | -9.8% | -11.1% |
| 3M | -24.1% | -2.7% | -21.4% | -23.5% |
| 6M | +46.0% | -7.5% | +53.5% | +50.7% |
| YTD | +295.7% | +0.9% | +294.8% | +289.9% |
| 1Y | +1,825.6% | +3.3% | +1,822.3% | +1,782.5% |
| 3Y | +2,630.0% | +47.3% | +2,582.7% | +2,126.1% |
| 5Y | +601.0% | +44.4% | +556.6% | +472.2% |
| 10Y | +1,459.0% | +140.8% | +1,318.2% | +841.7% |
| All | +708.7% | +623.5% | +85.3% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling