+743.4%
AXTI vs CTVA
+102.9%
+640.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +5.1% | -4.5% | +9.6% | +6.4% |
| 30D | -17.5% | +11.3% | -28.8% | -20.7% |
| 3M | -26.7% | +12.3% | -39.0% | -34.1% |
| 6M | +36.8% | +7.2% | +29.6% | +26.3% |
| YTD | +296.1% | +26.0% | +270.1% | +235.2% |
| 1Y | +1,810.6% | +16.0% | +1,794.6% | +1,573.1% |
| 3Y | +2,587.6% | +73.9% | +2,513.6% | +1,789.7% |
| All | +743.4% | +102.9% | +640.4% | +481.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling