+743.4%
AXTI vs CAG
-43.1%
+786.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | -0.2% |
| 7D | +5.1% | -5.7% | +10.8% | +2.2% |
| 30D | -17.5% | -2.4% | -15.1% | -18.1% |
| 3M | -26.7% | +9.8% | -36.5% | -22.0% |
| 6M | +36.8% | -10.8% | +47.6% | +35.0% |
| YTD | +296.1% | -10.8% | +307.0% | +293.3% |
| 1Y | +1,810.6% | -19.0% | +1,829.6% | +1,758.5% |
| 3Y | +2,587.6% | -39.7% | +2,627.2% | +2,340.9% |
| All | +743.4% | -43.1% | +786.5% | +690.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling