+743.4%
AXTI vs XOP
+158.8%
+584.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | +2.6% | +2.5% | +3.9% |
| 30D | -17.5% | +9.6% | -27.1% | -20.8% |
| 3M | -26.7% | +20.4% | -47.0% | -33.4% |
| 6M | +36.8% | +19.9% | +16.9% | +24.3% |
| YTD | +296.1% | +56.4% | +239.7% | +216.1% |
| 1Y | +1,810.6% | +52.4% | +1,758.2% | +1,447.7% |
| 3Y | +2,587.6% | +39.9% | +2,547.7% | +2,163.5% |
| All | +743.4% | +158.8% | +584.5% | +443.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling