+601.0%
AXTI vs EIX
+22.7%
+578.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -4.9% | -5.9% |
| 7D | +15.1% | +0.8% | +14.3% | +15.1% |
| 30D | -12.3% | -18.8% | +6.5% | -9.9% |
| 3M | -24.1% | -19.7% | -4.5% | -23.5% |
| 6M | +46.0% | -18.2% | +64.3% | +46.5% |
| YTD | +295.7% | -1.7% | +297.5% | +271.5% |
| 1Y | +1,825.6% | +7.8% | +1,817.8% | +1,643.9% |
| 3Y | +2,630.0% | -5.6% | +2,635.6% | +2,456.3% |
| 5Y | +601.0% | +23.7% | +577.3% | +554.2% |
| All | +601.0% | +22.7% | +578.3% | +554.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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