+743.4%
AXTI vs CMI
+164.8%
+578.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -1.1% |
| 7D | +5.1% | -0.7% | +5.8% | +5.9% |
| 30D | -17.5% | -12.4% | -5.1% | -4.7% |
| 3M | -26.7% | -14.8% | -11.9% | -10.0% |
| 6M | +36.8% | +0.8% | +36.0% | +41.2% |
| YTD | +296.1% | +10.2% | +286.0% | +277.5% |
| 1Y | +1,810.6% | +37.4% | +1,773.2% | +1,413.4% |
| 3Y | +2,587.6% | +153.3% | +2,434.3% | +1,281.7% |
| All | +743.4% | +164.8% | +578.6% | +288.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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