+1,572.6%
AXTI vs CSX
+494.4%
+1,078.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.2% |
| 7D | +21.0% | -0.6% | +21.6% | +21.4% |
| 30D | -6.6% | -3.2% | -3.4% | -4.8% |
| 3M | -12.1% | +2.6% | -14.6% | -14.1% |
| 6M | +78.7% | +19.8% | +58.9% | +56.5% |
| YTD | +321.5% | +34.7% | +286.8% | +247.5% |
| 1Y | +2,166.8% | +52.1% | +2,114.6% | +1,636.1% |
| 3Y | +2,807.6% | +68.4% | +2,739.2% | +1,997.9% |
| 5Y | +651.5% | +65.1% | +586.4% | +443.1% |
| All | +1,572.6% | +494.4% | +1,078.2% | +736.6% |
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