+48.3%
XLE vs AXTI
+1,914.4%
-1,866.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.5% | -0.9% |
| 7D | +2.2% | +5.1% | -2.9% | +2.2% |
| 30D | +11.8% | -10.2% | +21.9% | +11.6% |
| 3M | +9.8% | -41.8% | +51.7% | +10.0% |
| 6M | +15.6% | +57.5% | -41.9% | +15.8% |
| YTD | +45.3% | +277.0% | -231.7% | +46.4% |
| 1Y | +48.3% | +1,982.4% | -1,934.1% | +48.1% |
| All | +48.3% | +1,914.4% | -1,866.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 1y: compounded portfolio wealth divided by compounded AXTI 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…
1y analysis · Full analysis span regression · 6 months rolling