+797.7%
AXTI vs CVE
+147.6%
+650.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -7.8% |
| 7D | +18.6% | +4.6% | +13.9% | +17.2% |
| 30D | -32.6% | -12.0% | -20.6% | -29.9% |
| 3M | -44.5% | -3.8% | -40.7% | -43.9% |
| 6M | -64.6% | -2.7% | -61.8% | -64.3% |
| YTD | +166.3% | +73.6% | +92.7% | +128.6% |
| 1Y | +296.5% | +62.0% | +234.5% | +246.0% |
| 3Y | +2,099.0% | +72.7% | +2,026.3% | +1,787.2% |
| 5Y | +377.9% | +153.9% | +224.0% | +256.8% |
| All | +797.7% | +147.6% | +650.1% | +409.3% |
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