+225.7%
XLE vs AXTI
+624.6%
-398.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +12.8% | -11.7% | +0.8% |
| 7D | 0.0% | +24.0% | -24.0% | -0.6% |
| 30D | +12.6% | -21.5% | +34.1% | +13.1% |
| 3M | +11.8% | -23.4% | +35.2% | +11.6% |
| 6M | +16.1% | +114.9% | -98.8% | +10.7% |
| YTD | +46.9% | +325.4% | -278.6% | +35.3% |
| 1Y | +53.3% | +2,136.7% | -2,083.4% | +30.1% |
| 3Y | +54.9% | +2,835.0% | -2,780.1% | +23.3% |
| 5Y | +225.7% | +652.8% | -427.1% | +180.1% |
| All | +225.7% | +624.6% | -398.9% | +180.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling