+888.8%
AXTI vs CSGP
+65.4%
+823.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.2% | +19.7% | +19.5% |
| 7D | -1.2% | -7.1% | +5.9% | +1.1% |
| 30D | -24.2% | +3.6% | -27.8% | -27.3% |
| 3M | -36.3% | -2.7% | -33.6% | -39.0% |
| 6M | -62.7% | -8.0% | -54.6% | -64.6% |
| YTD | +187.3% | -55.0% | +242.3% | +271.7% |
| 1Y | +344.8% | -55.8% | +400.5% | +477.7% |
| 3Y | +2,272.2% | -62.0% | +2,334.2% | +3,215.1% |
| 5Y | +419.6% | -62.9% | +482.5% | +606.4% |
| 10Y | +888.8% | +62.6% | +826.2% | +274.5% |
| All | +888.8% | +65.4% | +823.4% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling