+554.7%
AXTI vs CCEP
+924.2%
-369.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.7% | +12.1% | +12.6% |
| 7D | +24.0% | -1.0% | +24.9% | +24.2% |
| 30D | -21.5% | -1.6% | -19.9% | -21.3% |
| 3M | -23.4% | +11.9% | -35.2% | -26.7% |
| 6M | +114.9% | +7.5% | +107.4% | +106.8% |
| YTD | +325.4% | +18.7% | +306.7% | +296.4% |
| 1Y | +2,136.7% | +21.4% | +2,115.3% | +1,954.6% |
| 3Y | +2,835.0% | +89.1% | +2,745.9% | +2,216.4% |
| 5Y | +652.8% | +108.7% | +544.1% | +470.5% |
| 10Y | +1,513.9% | +241.0% | +1,273.0% | +933.2% |
| All | +554.7% | +924.2% | -369.5% | +187.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling