+2,584.6%
AXTI vs XOP
+36.1%
+2,548.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.2% |
| 7D | +15.1% | +1.6% | +13.5% | +14.1% |
| 30D | -12.3% | +9.6% | -21.9% | -16.7% |
| 3M | -24.1% | +16.9% | -41.1% | -31.6% |
| 6M | +46.0% | +24.0% | +22.0% | +26.5% |
| YTD | +295.7% | +56.2% | +239.5% | +192.4% |
| 1Y | +1,825.6% | +51.8% | +1,773.8% | +1,354.6% |
| All | +2,584.6% | +36.1% | +2,548.6% | +2,006.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling