+651.5%
AXTI vs CASY
+234.8%
+416.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.3% | +3.6% |
| 7D | +21.0% | -16.5% | +37.5% | +27.5% |
| 30D | -6.6% | -26.4% | +19.7% | +2.7% |
| 3M | -12.1% | -17.3% | +5.2% | -8.6% |
| 6M | +78.7% | -5.2% | +83.9% | +76.3% |
| YTD | +321.5% | +14.1% | +307.4% | +292.4% |
| 1Y | +2,166.8% | +16.6% | +2,150.2% | +1,977.6% |
| 3Y | +2,807.6% | +163.7% | +2,643.9% | +1,848.3% |
| 5Y | +651.5% | +231.3% | +420.2% | +330.7% |
| All | +651.5% | +234.8% | +416.7% | +330.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling