+377.9%
AXTI vs CASY
+261.5%
+116.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.0% | -6.3% | -7.0% |
| 7D | +18.6% | +2.5% | +16.1% | +17.9% |
| 30D | -32.6% | +10.2% | -42.8% | -34.8% |
| 3M | -44.5% | -15.7% | -28.8% | -41.7% |
| 6M | -64.6% | -18.4% | -46.2% | -62.9% |
| YTD | +166.3% | +28.3% | +138.0% | +137.3% |
| 1Y | +296.5% | +32.6% | +264.0% | +247.8% |
| 3Y | +2,099.0% | +159.5% | +1,939.5% | +1,365.1% |
| 5Y | +377.9% | +263.9% | +114.0% | +162.5% |
| All | +377.9% | +261.5% | +116.4% | +162.5% |
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