+762.7%
AXTI vs CASY
+555.0%
+207.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.1% |
| 7D | +7.6% | +3.6% | +4.1% | +6.7% |
| 30D | -32.1% | +9.1% | -41.1% | -34.1% |
| 3M | -46.0% | -16.5% | -29.5% | -43.4% |
| 6M | -65.7% | -19.7% | -46.0% | -64.1% |
| YTD | +155.9% | +29.3% | +126.6% | +129.9% |
| 1Y | +300.8% | +33.1% | +267.6% | +255.4% |
| 3Y | +1,981.6% | +158.5% | +1,823.1% | +1,363.9% |
| 5Y | +359.3% | +266.7% | +92.6% | +184.5% |
| All | +762.7% | +555.0% | +207.7% | +366.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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