+1,017.0%
XOM vs AXTI
+556.3%
+460.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.2% | +2.3% |
| 7D | 0.0% | +21.0% | -21.0% | -0.8% |
| 30D | +3.4% | -6.6% | +10.1% | +3.4% |
| 3M | +11.0% | -12.1% | +23.1% | +9.9% |
| 6M | +10.6% | +78.7% | -68.1% | +4.5% |
| YTD | +39.2% | +321.5% | -282.3% | +24.6% |
| 1Y | +52.7% | +2,166.8% | -2,114.1% | +24.8% |
| 3Y | +56.8% | +2,807.6% | -2,750.8% | +20.3% |
| 5Y | +261.8% | +651.5% | -389.7% | +193.0% |
| 10Y | +191.3% | +1,560.5% | -1,369.2% | +116.6% |
| All | +1,017.0% | +556.3% | +460.7% | +615.8% |
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