+356.3%
AXTI vs CSX
+57.8%
+298.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.6% |
| 7D | +7.6% | +6.0% | +1.6% | +4.6% |
| 30D | -32.1% | +7.8% | -39.9% | -35.1% |
| 3M | -46.0% | +4.1% | -50.1% | -47.5% |
| 6M | -65.7% | +17.9% | -83.6% | -69.8% |
| YTD | +155.9% | +44.9% | +111.0% | +93.1% |
| 1Y | +300.8% | +51.1% | +249.6% | +193.4% |
| 3Y | +1,981.6% | +78.3% | +1,903.3% | +1,238.8% |
| All | +356.3% | +57.8% | +298.5% | +198.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling