+651.5%
AXTI vs CI
+43.3%
+608.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.0% |
| 7D | +21.0% | -1.1% | +22.1% | +21.1% |
| 30D | -6.6% | +0.5% | -7.1% | -6.9% |
| 3M | -12.1% | -5.2% | -6.9% | -11.7% |
| 6M | +78.7% | +4.3% | +74.4% | +75.4% |
| YTD | +321.5% | +2.8% | +318.7% | +317.1% |
| 1Y | +2,166.8% | -5.8% | +2,172.6% | +2,156.8% |
| 3Y | +2,807.6% | +4.7% | +2,802.9% | +2,675.8% |
| 5Y | +651.5% | +42.7% | +608.8% | +546.4% |
| All | +651.5% | +43.3% | +608.2% | +546.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling