+749.7%
AXTI vs CVE
+136.7%
+613.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.5% | +9.9% | +10.2% |
| 7D | -11.0% | -10.1% | -0.9% | -8.1% |
| 30D | -37.3% | -12.1% | -25.2% | -34.8% |
| 3M | -51.6% | -1.9% | -49.7% | -51.4% |
| 6M | -63.1% | -1.8% | -61.3% | -63.0% |
| YTD | +162.4% | +65.8% | +96.7% | +128.0% |
| 1Y | +353.6% | +60.8% | +292.8% | +296.4% |
| 3Y | +1,972.9% | +70.1% | +1,902.8% | +1,686.4% |
| 5Y | +370.0% | +134.8% | +235.2% | +258.0% |
| 10Y | +749.7% | +130.1% | +619.6% | +392.0% |
| All | +749.7% | +136.7% | +613.0% | +392.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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