+46.0%
XOM vs AXTI
+1,914.4%
-1,868.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.7% | -11.4% | -1.6% |
| 7D | +1.8% | +5.1% | -3.4% | +1.8% |
| 30D | +5.9% | -10.2% | +16.0% | +5.7% |
| 3M | +5.6% | -41.8% | +47.4% | +5.6% |
| 6M | +7.9% | +57.5% | -49.7% | +10.4% |
| YTD | +35.2% | +277.0% | -241.8% | +42.0% |
| 1Y | +46.0% | +1,982.4% | -1,936.4% | +56.3% |
| All | +46.0% | +1,914.4% | -1,868.4% | +56.3% |
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