+1,368.7%
AXTI vs CTVA
+208.7%
+1,160.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +5.1% | -4.5% | +9.6% | +7.1% |
| 30D | -17.5% | +11.3% | -28.8% | -22.1% |
| 3M | -26.7% | +12.3% | -39.0% | -34.6% |
| 6M | +36.8% | +7.2% | +29.6% | +25.3% |
| YTD | +296.1% | +26.0% | +270.1% | +231.5% |
| 1Y | +1,810.6% | +16.0% | +1,794.6% | +1,555.3% |
| 3Y | +2,587.6% | +73.9% | +2,513.6% | +1,746.3% |
| 5Y | +601.7% | +103.8% | +497.9% | +331.0% |
| All | +1,368.7% | +208.7% | +1,160.0% | +568.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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