+538.1%
AXTI vs CSGP
-64.7%
+602.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.4% | +12.1% | +10.2% |
| 7D | +5.1% | -4.1% | +9.2% | +6.0% |
| 30D | -10.2% | +2.3% | -12.5% | -11.8% |
| 3M | -41.8% | -8.2% | -33.7% | -41.9% |
| 6M | +57.5% | -35.1% | +92.6% | +78.2% |
| YTD | +277.0% | -54.0% | +331.0% | +388.8% |
| 1Y | +1,982.4% | -65.3% | +2,047.7% | +3,026.3% |
| 3Y | +2,234.8% | -62.6% | +2,297.4% | +3,219.5% |
| All | +538.1% | -64.7% | +602.8% | +694.6% |
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