+2,584.6%
AXTI vs CAG
-39.3%
+2,623.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.4% | -7.8% |
| 7D | +15.1% | -5.9% | +21.0% | +10.8% |
| 30D | -12.3% | -1.5% | -10.8% | -12.8% |
| 3M | -24.1% | +11.5% | -35.6% | -16.9% |
| 6M | +46.0% | -15.7% | +61.7% | +38.7% |
| YTD | +295.7% | -10.2% | +305.9% | +291.7% |
| 1Y | +1,825.6% | -18.1% | +1,843.7% | +1,747.8% |
| All | +2,584.6% | -39.3% | +2,623.9% | +2,219.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling