+1,472.1%
AXTI vs CAG
-36.2%
+1,508.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.1% |
| 7D | +5.1% | -5.7% | +10.8% | +4.6% |
| 30D | -17.5% | -2.4% | -15.1% | -17.6% |
| 3M | -26.7% | +9.8% | -36.5% | -26.1% |
| 6M | +36.8% | -10.8% | +47.6% | +37.2% |
| YTD | +296.1% | -10.8% | +307.0% | +296.5% |
| 1Y | +1,810.6% | -19.0% | +1,829.6% | +1,816.4% |
| 3Y | +2,587.6% | -39.7% | +2,627.2% | +2,598.4% |
| 5Y | +601.7% | -43.0% | +644.7% | +601.8% |
| All | +1,472.1% | -36.2% | +1,508.3% | +1,420.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 10y: compounded portfolio wealth divided by compounded CAG 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…
10y analysis · Full analysis span regression · 6 months rolling