+480.1%
AXTI vs CI
+1,398.7%
-918.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.3% | +11.0% | +10.0% |
| 7D | +5.1% | +1.3% | +3.8% | +4.7% |
| 30D | -10.2% | +4.4% | -14.6% | -11.1% |
| 3M | -41.8% | +0.7% | -42.5% | -42.4% |
| 6M | +57.5% | +0.3% | +57.2% | +55.9% |
| YTD | +277.0% | +3.8% | +273.2% | +271.2% |
| 1Y | +1,982.4% | -5.5% | +1,987.9% | +1,975.2% |
| 3Y | +2,234.8% | +8.1% | +2,226.7% | +2,113.4% |
| 5Y | +528.3% | +42.8% | +485.5% | +450.3% |
| 10Y | +1,310.5% | +143.9% | +1,166.6% | +963.7% |
| All | +480.1% | +1,398.7% | -918.6% | +129.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling