+728.4%
AXTI vs CEG
+681.8%
+46.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.4% | -4.9% |
| 7D | +15.1% | +0.3% | +14.8% | +15.2% |
| 30D | -12.3% | +2.9% | -15.2% | -13.3% |
| 3M | -24.1% | +18.2% | -42.3% | -28.8% |
| 6M | +46.0% | -9.5% | +55.6% | +52.0% |
| YTD | +295.7% | -18.7% | +314.4% | +330.4% |
| 1Y | +1,825.6% | -10.1% | +1,835.7% | +1,947.2% |
| 3Y | +2,630.0% | +168.3% | +2,461.6% | +1,804.4% |
| All | +728.4% | +681.8% | +46.6% | +408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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