+797.7%
AXTI vs CL
+84.7%
+713.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.3% |
| 7D | +18.6% | -0.8% | +19.4% | +18.3% |
| 30D | -32.6% | +9.5% | -42.1% | -30.7% |
| 3M | -44.5% | +6.6% | -51.2% | -42.9% |
| 6M | -64.6% | +13.2% | -77.8% | -63.1% |
| YTD | +166.3% | +26.9% | +139.4% | +179.0% |
| 1Y | +296.5% | +27.6% | +268.9% | +315.8% |
| 3Y | +2,099.0% | +39.1% | +2,059.9% | +2,165.1% |
| 5Y | +377.9% | +41.3% | +336.6% | +389.5% |
| All | +797.7% | +84.7% | +713.1% | +752.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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