+1,472.1%
AXTI vs XOP
+58.6%
+1,413.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | +2.6% | +2.5% | +4.0% |
| 30D | -17.5% | +9.6% | -27.1% | -20.6% |
| 3M | -26.7% | +20.4% | -47.0% | -33.0% |
| 6M | +36.8% | +19.9% | +16.9% | +25.2% |
| YTD | +296.1% | +56.4% | +239.7% | +222.3% |
| 1Y | +1,810.6% | +52.4% | +1,758.2% | +1,475.7% |
| 3Y | +2,587.6% | +39.9% | +2,547.7% | +2,199.3% |
| 5Y | +601.7% | +163.7% | +438.0% | +344.4% |
| All | +1,472.1% | +58.6% | +1,413.5% | +907.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling