+742.4%
AXTI vs CVS
+33.7%
+708.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.1% |
| 7D | +15.1% | -2.0% | +17.1% | +15.6% |
| 30D | -12.3% | +1.9% | -14.2% | -13.0% |
| 3M | -24.1% | -2.2% | -22.0% | -24.3% |
| 6M | +46.0% | +26.7% | +19.3% | +34.9% |
| YTD | +295.7% | +22.9% | +272.8% | +267.6% |
| 1Y | +1,825.6% | +32.9% | +1,792.7% | +1,651.3% |
| 3Y | +2,630.0% | +62.3% | +2,567.7% | +2,229.1% |
| All | +742.4% | +33.7% | +708.8% | +696.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling