+2,587.6%
AXTI vs CVS
+60.9%
+2,526.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +5.1% | -2.2% | +7.2% | +5.5% |
| 30D | -17.5% | -0.1% | -17.4% | -17.7% |
| 3M | -26.7% | -5.2% | -21.5% | -26.3% |
| 6M | +36.8% | +26.9% | +9.9% | +26.5% |
| YTD | +296.1% | +22.1% | +274.1% | +269.1% |
| 1Y | +1,810.6% | +30.8% | +1,779.8% | +1,648.7% |
| 3Y | +2,587.6% | +54.4% | +2,533.2% | +2,324.3% |
| All | +2,587.6% | +60.9% | +2,526.6% | +2,324.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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