+356.3%
AXTI vs CSGP
-62.5%
+418.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.9% | -6.8% | -4.2% |
| 7D | +7.6% | +1.3% | +6.3% | +7.5% |
| 30D | -32.1% | +2.8% | -34.9% | -33.2% |
| 3M | -46.0% | -6.3% | -39.7% | -46.3% |
| 6M | -65.7% | -3.2% | -62.5% | -66.9% |
| YTD | +155.9% | -54.0% | +209.9% | +227.3% |
| 1Y | +300.8% | -54.8% | +355.6% | +414.8% |
| 3Y | +1,981.6% | -60.6% | +2,042.2% | +2,756.3% |
| All | +356.3% | -62.5% | +418.8% | +570.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling