+743.4%
AXTI vs CHD
+20.9%
+722.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.2% |
| 7D | +5.1% | -4.5% | +9.5% | +2.3% |
| 30D | -17.5% | -6.7% | -10.7% | -20.3% |
| 3M | -26.7% | -2.7% | -24.0% | -26.2% |
| 6M | +36.8% | -4.9% | +41.7% | +37.7% |
| YTD | +296.1% | +13.3% | +282.8% | +326.9% |
| 1Y | +1,810.6% | +1.0% | +1,809.6% | +1,898.2% |
| 3Y | +2,587.6% | +1.3% | +2,586.2% | +2,755.5% |
| All | +743.4% | +20.9% | +722.5% | +899.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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