+743.4%
AXTI vs CDE
+196.4%
+546.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | +5.1% | -3.1% | +8.2% | +6.0% |
| 30D | -17.5% | +9.5% | -26.9% | -19.9% |
| 3M | -26.7% | +25.5% | -52.2% | -31.4% |
| 6M | +36.8% | -7.9% | +44.7% | +37.6% |
| YTD | +296.1% | +15.6% | +280.6% | +265.7% |
| 1Y | +1,810.6% | +34.0% | +1,776.6% | +1,576.5% |
| 3Y | +2,587.6% | +791.9% | +1,795.6% | +1,229.7% |
| All | +743.4% | +196.4% | +546.9% | +447.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling