+548.6%
AXTI vs CAG
+81.0%
+467.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.8% |
| 7D | +21.0% | -6.6% | +27.6% | +21.8% |
| 30D | -6.6% | +2.3% | -8.9% | -7.0% |
| 3M | -12.1% | +16.3% | -28.4% | -14.4% |
| 6M | +78.7% | -16.0% | +94.7% | +81.4% |
| YTD | +321.5% | -7.7% | +329.2% | +320.1% |
| 1Y | +2,166.8% | -16.0% | +2,182.8% | +2,183.6% |
| 3Y | +2,807.6% | -37.7% | +2,845.3% | +2,909.0% |
| 5Y | +651.5% | -41.2% | +692.7% | +675.3% |
| 10Y | +1,560.5% | -33.8% | +1,594.3% | +1,499.0% |
| All | +548.6% | +81.0% | +467.5% | +394.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling