+2,584.6%
AXTI vs CCJ
+164.6%
+2,420.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.0% | -3.1% | -4.5% |
| 7D | +15.1% | -3.2% | +18.3% | +17.4% |
| 30D | -12.3% | -1.3% | -11.0% | -11.5% |
| 3M | -24.1% | +2.5% | -26.7% | -23.6% |
| 6M | +46.0% | -18.9% | +64.9% | +63.2% |
| YTD | +295.7% | +6.5% | +289.2% | +295.4% |
| 1Y | +1,825.6% | +22.8% | +1,802.8% | +1,719.7% |
| All | +2,584.6% | +164.6% | +2,420.1% | +1,998.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling