+1,047.3%
XLE vs AXTI
+448.7%
+598.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.2% |
| 7D | +5.4% | +7.6% | -2.2% | +4.8% |
| 30D | -3.9% | -32.1% | +28.1% | -2.3% |
| 3M | +7.0% | -46.0% | +53.0% | +9.5% |
| 6M | +14.2% | -65.7% | +79.9% | +17.5% |
| YTD | +48.2% | +155.9% | -107.7% | +28.3% |
| 1Y | +47.7% | +300.8% | -253.1% | +23.3% |
| 3Y | +70.0% | +1,981.6% | -1,911.6% | +16.4% |
| 5Y | +169.1% | +359.3% | -190.1% | +102.0% |
| 10Y | +180.7% | +780.8% | -600.1% | +88.0% |
| All | +1,047.3% | +448.7% | +598.6% | +577.5% |
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