+651.5%
AXTI vs CLF
-47.6%
+699.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +21.0% | -2.7% | +23.7% | +21.9% |
| 30D | -6.6% | -3.2% | -3.4% | -5.6% |
| 3M | -12.1% | -5.0% | -7.1% | -11.6% |
| 6M | +78.7% | +26.6% | +52.1% | +63.5% |
| YTD | +321.5% | -9.0% | +330.4% | +314.1% |
| 1Y | +2,166.8% | +11.8% | +2,154.9% | +1,968.2% |
| 3Y | +2,807.6% | -15.1% | +2,822.7% | +2,620.6% |
| 5Y | +651.5% | -48.2% | +699.7% | +685.7% |
| All | +651.5% | -47.6% | +699.1% | +685.7% |
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