+1,981.6%
AXTI vs CPB
-35.1%
+2,016.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.2% | -7.1% | -1.4% |
| 7D | +7.6% | -1.6% | +9.2% | +6.5% |
| 30D | -32.1% | +19.2% | -51.3% | -20.4% |
| 3M | -46.0% | -0.9% | -45.0% | -43.0% |
| 6M | -65.7% | +15.2% | -80.9% | -59.4% |
| YTD | +155.9% | -13.1% | +169.0% | +169.6% |
| 1Y | +300.8% | -22.4% | +323.2% | +304.0% |
| 3Y | +1,981.6% | -35.3% | +2,016.9% | +1,898.0% |
| All | +1,981.6% | -35.1% | +2,016.7% | +1,898.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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