+601.0%
AXTI vs COP
+189.0%
+411.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.5% | -6.2% |
| 7D | +15.1% | +1.0% | +14.2% | +14.8% |
| 30D | -12.3% | +9.6% | -21.9% | -14.4% |
| 3M | -24.1% | +15.0% | -39.2% | -27.2% |
| 6M | +46.0% | +21.8% | +24.3% | +37.2% |
| YTD | +295.7% | +49.6% | +246.1% | +249.9% |
| 1Y | +1,825.6% | +49.9% | +1,775.7% | +1,602.6% |
| 3Y | +2,630.0% | +22.6% | +2,607.3% | +2,406.2% |
| 5Y | +601.0% | +193.6% | +407.4% | +484.0% |
| All | +601.0% | +189.0% | +411.9% | +484.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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