+1,506.6%
AXTI vs CVE
+61.8%
+1,444.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.1% |
| 7D | -29.4% | -16.1% | -13.3% | -25.1% |
| 30D | -51.3% | -10.4% | -40.9% | -49.4% |
| 3M | -48.3% | -2.4% | -45.9% | -48.1% |
| 6M | -62.9% | -4.4% | -58.5% | -62.5% |
| YTD | +137.8% | +64.9% | +72.9% | +102.3% |
| 1Y | +338.3% | +66.0% | +272.3% | +271.5% |
| 3Y | +1,590.4% | +57.7% | +1,532.8% | +1,353.3% |
| 5Y | +321.7% | +144.7% | +177.0% | +200.2% |
| 10Y | +655.0% | +139.2% | +515.7% | +341.6% |
| All | +1,506.6% | +61.8% | +1,444.8% | +897.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling