+652.8%
AXTI vs PCAR
+168.7%
+484.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.8% | +14.6% | +13.8% |
| 7D | +24.0% | 0.0% | +23.9% | +23.7% |
| 30D | -21.5% | -7.7% | -13.7% | -17.8% |
| 3M | -23.4% | +3.7% | -27.1% | -25.5% |
| 6M | +114.9% | +2.3% | +112.6% | +108.8% |
| YTD | +325.4% | +12.8% | +312.6% | +292.8% |
| 1Y | +2,136.7% | +27.8% | +2,108.9% | +1,809.2% |
| 3Y | +2,835.0% | +61.8% | +2,773.2% | +2,039.5% |
| 5Y | +652.8% | +168.2% | +484.6% | +335.8% |
| All | +652.8% | +168.7% | +484.1% | +335.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling