+651.5%
AXTI vs CP
+30.0%
+621.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.2% |
| 7D | +21.0% | +0.6% | +20.4% | +20.5% |
| 30D | -6.6% | -0.5% | -6.2% | -6.4% |
| 3M | -12.1% | +0.1% | -12.1% | -12.9% |
| 6M | +78.7% | +7.8% | +70.9% | +65.4% |
| YTD | +321.5% | +22.9% | +298.6% | +256.8% |
| 1Y | +2,166.8% | +21.3% | +2,145.5% | +1,827.1% |
| 3Y | +2,807.6% | +20.4% | +2,787.2% | +2,405.9% |
| 5Y | +651.5% | +34.9% | +616.5% | +499.7% |
| All | +651.5% | +30.0% | +621.5% | +499.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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