+1,590.4%
AXTI vs CVE
+53.7%
+1,536.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.2% |
| 7D | -29.4% | -16.1% | -13.3% | -22.6% |
| 30D | -51.3% | -10.4% | -40.9% | -48.3% |
| 3M | -48.3% | -2.4% | -45.9% | -48.0% |
| 6M | -62.9% | -4.4% | -58.5% | -62.2% |
| YTD | +137.8% | +64.9% | +72.9% | +82.8% |
| 1Y | +338.3% | +66.0% | +272.3% | +233.6% |
| 3Y | +1,590.4% | +57.7% | +1,532.8% | +1,286.1% |
| All | +1,590.4% | +53.7% | +1,536.7% | +1,286.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling