+652.8%
AXTI vs CSX
+66.7%
+586.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.8% | +13.7% | +13.3% |
| 7D | +24.0% | +0.6% | +23.4% | +23.5% |
| 30D | -21.5% | -2.3% | -19.2% | -20.3% |
| 3M | -23.4% | +4.3% | -27.7% | -26.1% |
| 6M | +114.9% | +23.4% | +91.5% | +81.1% |
| YTD | +325.4% | +36.4% | +289.0% | +238.3% |
| 1Y | +2,136.7% | +53.0% | +2,083.6% | +1,539.0% |
| 3Y | +2,835.0% | +70.6% | +2,764.4% | +1,888.7% |
| 5Y | +652.8% | +65.5% | +587.4% | +440.4% |
| All | +652.8% | +66.7% | +586.1% | +440.4% |
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 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