+790.7%
AXTI vs CEG
+717.5%
+73.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | 0.0% | +12.8% | +12.8% |
| 7D | +24.0% | +6.7% | +17.3% | +20.5% |
| 30D | -21.5% | +11.0% | -32.4% | -25.0% |
| 3M | -23.4% | +19.5% | -42.9% | -28.7% |
| 6M | +114.9% | -5.9% | +120.7% | +119.5% |
| YTD | +325.4% | -15.0% | +340.4% | +353.1% |
| 1Y | +2,136.7% | +0.6% | +2,136.0% | +2,176.6% |
| 3Y | +2,835.0% | +180.6% | +2,654.4% | +1,905.0% |
| All | +790.7% | +717.5% | +73.1% | +435.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling