+2,759.3%
AXTI vs CFG
+182.2%
+2,577.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.3% |
| 7D | +21.0% | -0.6% | +21.6% | +21.3% |
| 30D | -6.6% | -4.5% | -2.1% | -3.4% |
| 3M | -12.1% | +6.3% | -18.4% | -17.0% |
| 6M | +78.7% | +20.6% | +58.1% | +50.8% |
| YTD | +321.5% | +21.2% | +300.2% | +254.4% |
| 1Y | +2,166.8% | +38.2% | +2,128.6% | +1,623.5% |
| All | +2,759.3% | +182.2% | +2,577.1% | +1,222.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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