+554.7%
AXTI vs CCJ
+2,797.6%
-2,242.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.2% | +11.6% | +12.5% |
| 7D | +24.0% | +5.9% | +18.0% | +21.8% |
| 30D | -21.5% | +4.7% | -26.2% | -22.5% |
| 3M | -23.4% | -3.3% | -20.1% | -21.7% |
| 6M | +114.9% | -7.0% | +121.9% | +123.1% |
| YTD | +325.4% | +11.5% | +314.0% | +319.4% |
| 1Y | +2,136.7% | +32.3% | +2,104.4% | +2,002.7% |
| 3Y | +2,835.0% | +176.8% | +2,658.2% | +2,099.7% |
| 5Y | +652.8% | +351.8% | +301.0% | +375.5% |
| 10Y | +1,513.9% | +1,080.5% | +433.4% | +641.6% |
| All | +554.7% | +2,797.6% | -2,242.9% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling