+762.7%
AXTI vs PCAR
+288.5%
+474.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.3% | -4.2% | -4.1% |
| 7D | +7.6% | +4.9% | +2.7% | +5.2% |
| 30D | -32.1% | -1.4% | -30.6% | -31.7% |
| 3M | -46.0% | -18.1% | -27.8% | -40.0% |
| 6M | -65.7% | -4.0% | -61.7% | -65.7% |
| YTD | +155.9% | -1.5% | +157.4% | +152.2% |
| 1Y | +300.8% | +13.2% | +287.6% | +262.3% |
| 3Y | +1,981.6% | +35.8% | +1,945.8% | +1,570.2% |
| 5Y | +359.3% | +114.6% | +244.6% | +178.8% |
| All | +762.7% | +288.5% | +474.1% | +332.6% |
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