+2,759.3%
AXTI vs CDW
-30.2%
+2,789.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.3% |
| 7D | +21.0% | -4.2% | +25.2% | +22.6% |
| 30D | -6.6% | +4.9% | -11.5% | -9.5% |
| 3M | -12.1% | +7.3% | -19.3% | -19.4% |
| 6M | +78.7% | +19.2% | +59.5% | +47.2% |
| YTD | +321.5% | +6.2% | +315.3% | +274.7% |
| 1Y | +2,166.8% | -14.0% | +2,180.8% | +2,342.8% |
| All | +2,759.3% | -30.2% | +2,789.6% | +3,482.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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