+548.6%
AXTI vs CIEN
+86.8%
+461.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.6% |
| 7D | +21.0% | -4.6% | +25.6% | +22.9% |
| 30D | -6.6% | -12.8% | +6.2% | -1.7% |
| 3M | -12.1% | -23.1% | +11.0% | -0.5% |
| 6M | +78.7% | +6.1% | +72.6% | +84.9% |
| YTD | +321.5% | +44.5% | +276.9% | +297.4% |
| 1Y | +2,166.8% | +176.6% | +1,990.2% | +1,677.8% |
| 3Y | +2,807.6% | +601.0% | +2,206.6% | +1,573.6% |
| 5Y | +651.5% | +509.1% | +142.4% | +342.4% |
| 10Y | +1,560.5% | +1,460.5% | +100.0% | +623.8% |
| All | +548.6% | +86.8% | +461.7% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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