+1,848.8%
AXTI vs COPX
+179.8%
+1,669.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -7.0% | +0.9% | -1.8% |
| 7D | +15.1% | -2.9% | +18.0% | +17.4% |
| 30D | -12.3% | 0.0% | -12.3% | -12.1% |
| 3M | -24.1% | +14.8% | -38.9% | -28.5% |
| 6M | +46.0% | +7.0% | +39.0% | +42.9% |
| YTD | +295.7% | +23.8% | +271.9% | +252.1% |
| 1Y | +1,825.6% | +75.7% | +1,749.9% | +1,320.8% |
| 3Y | +2,630.0% | +156.4% | +2,473.6% | +1,534.4% |
| 5Y | +601.0% | +167.6% | +433.4% | +300.8% |
| 10Y | +1,459.0% | +569.1% | +889.9% | +454.1% |
| All | +1,848.8% | +179.8% | +1,669.0% | +968.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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