+52.6%
XOM vs AXTI
+504.8%
-452.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -7.4% | +2.8% | -4.7% |
| 7D | -7.0% | -26.2% | +19.2% | -7.5% |
| 30D | +3.2% | -45.1% | +48.4% | +2.2% |
| 3M | +10.7% | -27.2% | +37.8% | +10.2% |
| 6M | +11.6% | -55.2% | +66.8% | +11.5% |
| YTD | +43.5% | +190.8% | -147.3% | +53.6% |
| 1Y | +52.6% | +456.7% | -404.1% | +64.1% |
| All | +52.6% | +504.8% | -452.2% | +64.1% |
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 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