+1,024.7%
XLE vs AXTI
+708.4%
+316.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.5% | -1.5% |
| 7D | +2.2% | +5.1% | -2.9% | +1.8% |
| 30D | +11.8% | -10.2% | +21.9% | +11.8% |
| 3M | +9.8% | -41.8% | +51.7% | +11.0% |
| 6M | +15.6% | +57.5% | -41.9% | +6.7% |
| YTD | +45.3% | +277.0% | -231.7% | +24.2% |
| 1Y | +48.3% | +1,982.4% | -1,934.1% | +10.7% |
| 3Y | +55.4% | +2,234.8% | -2,179.4% | +7.1% |
| 5Y | +216.1% | +528.3% | -312.2% | +134.8% |
| 10Y | +178.4% | +1,310.5% | -1,132.1% | +82.9% |
| All | +1,024.7% | +708.4% | +316.3% | +555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling