+2,289.1%
AXTI vs CDW
+903.1%
+1,386.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +10.2% |
| 7D | +5.1% | +3.2% | +2.0% | +3.2% |
| 30D | -10.2% | +9.3% | -19.4% | -15.4% |
| 3M | -41.8% | +9.8% | -51.6% | -47.1% |
| 6M | +57.5% | +23.3% | +34.2% | +28.8% |
| YTD | +277.0% | +13.7% | +263.4% | +220.5% |
| 1Y | +1,982.4% | -6.5% | +1,988.9% | +1,916.6% |
| 3Y | +2,234.8% | -25.2% | +2,260.1% | +2,540.7% |
| 5Y | +528.3% | -19.5% | +547.8% | +575.9% |
| 10Y | +1,310.5% | +285.8% | +1,024.7% | +757.7% |
| All | +2,289.1% | +903.1% | +1,386.0% | +1,243.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling