+1,472.1%
AXTI vs CCEP
+236.1%
+1,235.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -2.8% | +7.9% | +6.1% |
| 30D | -17.5% | -4.0% | -13.4% | -16.7% |
| 3M | -26.7% | +5.2% | -31.9% | -29.0% |
| 6M | +36.8% | +2.7% | +34.1% | +32.5% |
| YTD | +296.1% | +14.5% | +281.6% | +267.0% |
| 1Y | +1,810.6% | +17.2% | +1,793.5% | +1,638.8% |
| 3Y | +2,587.6% | +79.3% | +2,508.2% | +1,872.7% |
| 5Y | +601.7% | +106.8% | +495.0% | +374.3% |
| All | +1,472.1% | +236.1% | +1,235.9% | +697.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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