+2,786.3%
AXTI vs CASY
+207.5%
+2,578.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.0% | +15.8% | +13.7% |
| 7D | +24.0% | -4.4% | +28.3% | +25.5% |
| 30D | -21.5% | -12.0% | -9.4% | -18.4% |
| 3M | -23.4% | -2.3% | -21.0% | -24.3% |
| 6M | +114.9% | +10.5% | +104.4% | +103.0% |
| YTD | +325.4% | +33.0% | +292.4% | +281.9% |
| 1Y | +2,136.7% | +41.1% | +2,095.5% | +1,850.1% |
| All | +2,786.3% | +207.5% | +2,578.8% | +1,915.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling