+702.2%
AXTI vs PCAR
+292.6%
+409.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.5% |
| 7D | -23.4% | +3.8% | -27.2% | -24.9% |
| 30D | -42.6% | -2.0% | -40.6% | -42.2% |
| 3M | -46.7% | -19.1% | -27.7% | -40.6% |
| 6M | -66.2% | -6.8% | -59.4% | -65.8% |
| YTD | +140.4% | -2.5% | +142.9% | +137.7% |
| 1Y | +276.5% | +9.7% | +266.9% | +246.0% |
| 3Y | +1,885.4% | +34.0% | +1,851.4% | +1,500.4% |
| 5Y | +350.3% | +113.3% | +236.9% | +173.3% |
| 10Y | +702.2% | +278.2% | +424.0% | +292.3% |
| All | +702.2% | +292.6% | +409.7% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 10y: compounded portfolio wealth divided by compounded PCAR 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…
10y analysis · Full analysis span regression · 6 months rolling