+797.7%
AXTI vs CSX
+419.3%
+378.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.0% | -8.3% | -7.8% |
| 7D | +18.6% | +3.1% | +15.5% | +16.7% |
| 30D | -32.6% | +9.7% | -42.3% | -36.3% |
| 3M | -44.5% | +4.9% | -49.4% | -46.4% |
| 6M | -64.6% | +18.4% | -82.9% | -68.6% |
| YTD | +166.3% | +45.9% | +120.4% | +107.7% |
| 1Y | +296.5% | +50.0% | +246.6% | +204.5% |
| 3Y | +2,099.0% | +78.0% | +2,021.0% | +1,421.2% |
| 5Y | +377.9% | +59.2% | +318.8% | +248.8% |
| All | +797.7% | +419.3% | +378.5% | +432.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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