+1,472.1%
AXTI vs CDE
+61.6%
+1,410.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | +5.1% | -3.1% | +8.2% | +5.8% |
| 30D | -17.5% | +9.5% | -26.9% | -19.5% |
| 3M | -26.7% | +25.5% | -52.2% | -30.6% |
| 6M | +36.8% | -7.9% | +44.7% | +38.0% |
| YTD | +296.1% | +15.6% | +280.6% | +272.4% |
| 1Y | +1,810.6% | +34.0% | +1,776.6% | +1,624.1% |
| 3Y | +2,587.6% | +791.9% | +1,795.6% | +1,412.6% |
| 5Y | +601.7% | +197.7% | +404.0% | +362.5% |
| All | +1,472.1% | +61.6% | +1,410.5% | +839.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 10y: compounded portfolio wealth divided by compounded CDE 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…
10y analysis · Full analysis span regression · 6 months rolling