+296.5%
AXTI vs CMS
-4.6%
+301.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -7.9% |
| 7D | +18.6% | -1.3% | +19.8% | +17.1% |
| 30D | -32.6% | +5.3% | -37.9% | -29.0% |
| 3M | -44.5% | -0.3% | -44.2% | -43.8% |
| 6M | -64.6% | -4.0% | -60.5% | -65.0% |
| YTD | +166.3% | +2.1% | +164.2% | +170.2% |
| 1Y | +296.5% | -4.7% | +301.3% | +300.5% |
| All | +296.5% | -4.6% | +301.1% | +300.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 1y: compounded portfolio wealth divided by compounded CMS 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…
1y analysis · Full analysis span regression · 6 months rolling