+762.7%
AXTI vs CI
+146.2%
+616.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.2% | -4.0% |
| 7D | +7.6% | +1.2% | +6.5% | +7.3% |
| 30D | -32.1% | +2.6% | -34.6% | -32.8% |
| 3M | -46.0% | +7.4% | -53.4% | -47.6% |
| 6M | -65.7% | -0.1% | -65.6% | -66.2% |
| YTD | +155.9% | +9.7% | +146.2% | +145.1% |
| 1Y | +300.8% | +12.1% | +288.6% | +281.1% |
| 3Y | +1,981.6% | +7.0% | +1,974.6% | +1,829.6% |
| 5Y | +359.3% | +49.7% | +309.6% | +268.5% |
| All | +762.7% | +146.2% | +616.5% | +441.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling