+548.6%
AXTI vs CHD
+5,270.9%
-4,722.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.7% |
| 7D | +21.0% | -4.2% | +25.2% | +21.7% |
| 30D | -6.6% | -7.6% | +0.9% | -5.8% |
| 3M | -12.1% | -1.6% | -10.5% | -12.6% |
| 6M | +78.7% | -6.3% | +85.0% | +78.5% |
| YTD | +321.5% | +14.6% | +306.9% | +305.5% |
| 1Y | +2,166.8% | +1.6% | +2,165.2% | +2,115.4% |
| 3Y | +2,807.6% | +3.1% | +2,804.4% | +2,682.7% |
| 5Y | +651.5% | +21.1% | +630.4% | +578.2% |
| 10Y | +1,560.5% | +128.6% | +1,431.9% | +1,096.8% |
| All | +548.6% | +5,270.9% | -4,722.3% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling