+2,587.6%
AXTI vs LUMN
+385.3%
+2,202.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.2% |
| 7D | +5.1% | +2.5% | +2.6% | +4.6% |
| 30D | -17.5% | +10.3% | -27.8% | -18.8% |
| 3M | -26.7% | -18.3% | -8.4% | -24.4% |
| 6M | +36.8% | +4.4% | +32.4% | +36.0% |
| YTD | +296.1% | -10.7% | +306.8% | +298.3% |
| 1Y | +1,810.6% | +14.0% | +1,796.7% | +1,767.8% |
| 3Y | +2,587.6% | +406.6% | +2,181.0% | +1,950.1% |
| All | +2,587.6% | +385.3% | +2,202.2% | +1,950.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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