+293.8%
AXTI vs CLF
+168.3%
+125.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.2% | -0.7% | -3.2% |
| 7D | +7.6% | +10.4% | -2.8% | +5.5% |
| 30D | -32.1% | +0.6% | -32.6% | -31.7% |
| 3M | -46.0% | +4.1% | -50.1% | -46.1% |
| 6M | -65.7% | +15.1% | -80.8% | -66.9% |
| YTD | +155.9% | -4.7% | +160.6% | +153.2% |
| 1Y | +300.8% | +20.4% | +280.4% | +279.0% |
| 3Y | +1,981.6% | -23.4% | +2,005.0% | +1,949.6% |
| 5Y | +359.3% | -43.3% | +402.5% | +364.1% |
| 10Y | +780.8% | +80.5% | +700.3% | +560.0% |
| All | +293.8% | +168.3% | +125.5% | +75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling