+601.0%
AXTI vs CCEP
+105.7%
+495.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -6.0% |
| 7D | +15.1% | -5.7% | +20.9% | +16.1% |
| 30D | -12.3% | -3.4% | -8.9% | -12.1% |
| 3M | -24.1% | +5.5% | -29.6% | -25.9% |
| 6M | +46.0% | +2.2% | +43.8% | +43.5% |
| YTD | +295.7% | +14.6% | +281.1% | +275.3% |
| 1Y | +1,825.6% | +18.9% | +1,806.7% | +1,689.0% |
| 3Y | +2,630.0% | +82.6% | +2,547.4% | +1,914.5% |
| 5Y | +601.0% | +107.0% | +494.0% | +360.7% |
| All | +601.0% | +105.7% | +495.3% | +360.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling