+651.5%
AXTI vs CFG
+99.7%
+551.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +21.0% | -0.6% | +21.6% | +21.3% |
| 30D | -6.6% | -4.5% | -2.1% | -3.7% |
| 3M | -12.1% | +6.3% | -18.4% | -16.4% |
| 6M | +78.7% | +20.6% | +58.1% | +54.7% |
| YTD | +321.5% | +21.2% | +300.2% | +264.1% |
| 1Y | +2,166.8% | +38.2% | +2,128.6% | +1,703.1% |
| 3Y | +2,807.6% | +185.9% | +2,621.7% | +1,428.4% |
| 5Y | +651.5% | +97.0% | +554.5% | +412.4% |
| All | +651.5% | +99.7% | +551.8% | +412.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling