+2,759.3%
AXTI vs CMS
+34.5%
+2,724.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -1.2% |
| 7D | +21.0% | +0.2% | +20.8% | +21.1% |
| 30D | -6.6% | -1.3% | -5.3% | -7.0% |
| 3M | -12.1% | -5.4% | -6.7% | -13.9% |
| 6M | +78.7% | -10.3% | +89.0% | +75.2% |
| YTD | +321.5% | -0.2% | +321.7% | +319.3% |
| 1Y | +2,166.8% | -0.9% | +2,167.6% | +2,148.0% |
| All | +2,759.3% | +34.5% | +2,724.8% | +2,402.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling