+1,521.7%
AXTI vs CDW
+1,030.0%
+491.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.6% |
| 7D | +7.6% | +9.3% | -1.7% | +2.8% |
| 30D | -32.1% | +14.4% | -46.4% | -36.9% |
| 3M | -46.0% | +21.4% | -67.4% | -52.3% |
| 6M | -65.7% | +72.8% | -138.5% | -76.9% |
| YTD | +155.9% | +28.0% | +127.9% | +101.2% |
| 1Y | +300.8% | +19.3% | +281.4% | +230.5% |
| 3Y | +1,981.6% | -15.3% | +1,996.9% | +2,067.8% |
| 5Y | +359.3% | -3.8% | +363.1% | +343.3% |
| 10Y | +780.8% | +318.5% | +462.3% | +399.1% |
| All | +1,521.7% | +1,030.0% | +491.7% | +743.4% |
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