+1,513.9%
AXTI vs CVE
+170.0%
+1,343.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.5% | +10.3% | +12.2% |
| 7D | +24.0% | +0.2% | +23.8% | +23.9% |
| 30D | -21.5% | +17.5% | -39.0% | -25.0% |
| 3M | -23.4% | +16.2% | -39.6% | -26.7% |
| 6M | +114.9% | +47.8% | +67.1% | +93.4% |
| YTD | +325.4% | +98.5% | +227.0% | +251.8% |
| 1Y | +2,136.7% | +109.8% | +2,026.9% | +1,721.6% |
| 3Y | +2,835.0% | +75.5% | +2,759.6% | +2,387.3% |
| 5Y | +652.8% | +341.6% | +311.2% | +384.4% |
| 10Y | +1,513.9% | +159.8% | +1,354.1% | +828.5% |
| All | +1,513.9% | +170.0% | +1,343.9% | +828.5% |
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