+480.1%
AXTI vs CPB
-9.7%
+489.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.4% | +13.1% | +9.5% |
| 7D | +5.1% | -8.6% | +13.7% | +4.7% |
| 30D | -10.2% | -7.2% | -2.9% | -10.4% |
| 3M | -41.8% | +0.9% | -42.7% | -41.7% |
| 6M | +57.5% | -11.8% | +69.3% | +57.6% |
| YTD | +277.0% | -19.4% | +296.4% | +277.2% |
| 1Y | +1,982.4% | -30.4% | +2,012.8% | +1,984.5% |
| 3Y | +2,234.8% | -40.2% | +2,275.0% | +2,230.4% |
| 5Y | +528.3% | -39.5% | +567.8% | +522.7% |
| 10Y | +1,310.5% | -47.4% | +1,357.9% | +1,301.6% |
| All | +480.1% | -9.7% | +489.9% | +429.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling