+601.0%
AXTI vs CCL
-2.4%
+603.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.8% |
| 7D | +15.1% | -4.3% | +19.4% | +16.8% |
| 30D | -12.3% | -19.0% | +6.7% | -6.0% |
| 3M | -24.1% | -13.1% | -11.1% | -20.6% |
| 6M | +46.0% | -13.3% | +59.3% | +48.7% |
| YTD | +295.7% | -25.2% | +321.0% | +322.6% |
| 1Y | +1,825.6% | -27.2% | +1,852.8% | +1,958.8% |
| 3Y | +2,630.0% | +49.2% | +2,580.7% | +2,115.3% |
| 5Y | +601.0% | +0.4% | +600.6% | +535.4% |
| All | +601.0% | -2.4% | +603.4% | +535.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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