+49.9%
XLE vs AXTI
+504.8%
-455.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -7.4% | +2.6% | -4.8% |
| 7D | -7.2% | -26.2% | +19.0% | -7.3% |
| 30D | +0.1% | -45.1% | +45.3% | -0.1% |
| 3M | +9.2% | -27.2% | +36.4% | +8.9% |
| 6M | +8.4% | -55.2% | +63.5% | +8.5% |
| YTD | +44.9% | +190.8% | -145.9% | +49.6% |
| 1Y | +49.9% | +456.7% | -406.8% | +54.9% |
| All | +49.9% | +504.8% | -455.0% | +54.9% |
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