+2,026.9%
AXTI vs XOP
+87.1%
+1,939.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | +21.0% | +1.0% | +20.0% | +20.6% |
| 30D | -6.6% | +10.8% | -17.5% | -10.3% |
| 3M | -12.1% | +19.5% | -31.5% | -18.8% |
| 6M | +78.7% | +21.6% | +57.1% | +63.8% |
| YTD | +321.5% | +55.8% | +265.6% | +249.4% |
| 1Y | +2,166.8% | +54.6% | +2,112.1% | +1,790.7% |
| 3Y | +2,807.6% | +36.6% | +2,771.0% | +2,445.2% |
| 5Y | +651.5% | +160.6% | +490.8% | +395.1% |
| 10Y | +1,560.5% | +56.2% | +1,504.2% | +1,061.7% |
| All | +2,026.9% | +87.1% | +1,939.8% | +1,112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling