+480.1%
AXTI vs CASY
+6,436.9%
-5,956.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.8% |
| 7D | +5.1% | +0.1% | +5.1% | +5.0% |
| 30D | -10.2% | -11.3% | +1.2% | -6.6% |
| 3M | -41.8% | -0.6% | -41.2% | -42.5% |
| 6M | +57.5% | +10.7% | +46.8% | +50.2% |
| YTD | +277.0% | +37.1% | +239.9% | +235.1% |
| 1Y | +1,982.4% | +52.3% | +1,930.1% | +1,671.1% |
| 3Y | +2,234.8% | +215.2% | +2,019.7% | +1,424.9% |
| 5Y | +528.3% | +276.5% | +251.8% | +281.3% |
| 10Y | +1,310.5% | +508.4% | +802.2% | +595.4% |
| All | +480.1% | +6,436.9% | -5,956.7% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling