+419.6%
AXTI vs CLF
-41.3%
+460.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +2.2% | +17.3% | +18.8% |
| 7D | -1.2% | +2.3% | -3.5% | -1.2% |
| 30D | -24.2% | +1.9% | -26.2% | -24.0% |
| 3M | -36.3% | +5.9% | -42.2% | -37.0% |
| 6M | -62.7% | +16.9% | -79.6% | -64.8% |
| YTD | +187.3% | -1.1% | +188.3% | +176.6% |
| 1Y | +344.8% | +28.8% | +316.0% | +296.3% |
| 3Y | +2,272.2% | -20.6% | +2,292.8% | +2,196.1% |
| 5Y | +419.6% | -41.5% | +461.1% | +422.9% |
| All | +419.6% | -41.3% | +460.9% | +422.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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