+163.6%
AXTI vs CSGP
+3,294.4%
-3,130.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.7% | +10.6% | +7.2% |
| 7D | -29.4% | +1.3% | -30.6% | -29.9% |
| 30D | -51.3% | +10.7% | -62.0% | -54.0% |
| 3M | -48.3% | +3.3% | -51.6% | -51.1% |
| 6M | -62.9% | -10.3% | -52.6% | -64.3% |
| YTD | +137.8% | -54.6% | +192.4% | +176.0% |
| 1Y | +338.3% | -54.6% | +393.0% | +407.4% |
| 3Y | +1,590.4% | -60.3% | +1,650.8% | +1,942.6% |
| 5Y | +321.7% | -63.3% | +385.0% | +415.1% |
| 10Y | +655.0% | +66.5% | +588.5% | +494.1% |
| All | +163.6% | +3,294.4% | -3,130.9% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling