+743.4%
AXTI vs XLY
+28.1%
+715.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.9% |
| 7D | +5.1% | -1.7% | +6.8% | +7.1% |
| 30D | -17.5% | -4.2% | -13.3% | -14.2% |
| 3M | -26.7% | -2.7% | -24.0% | -24.7% |
| 6M | +36.8% | -0.6% | +37.4% | +35.9% |
| YTD | +296.1% | -5.0% | +301.2% | +315.3% |
| 1Y | +1,810.6% | -4.1% | +1,814.7% | +1,906.0% |
| 3Y | +2,587.6% | +33.6% | +2,554.0% | +1,901.5% |
| All | +743.4% | +28.1% | +715.2% | +580.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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