+480.1%
AXTI vs PCAR
+4,367.4%
-3,887.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.2% | +9.5% | +9.6% |
| 7D | +5.1% | -0.5% | +5.6% | +5.4% |
| 30D | -10.2% | -6.2% | -3.9% | -7.3% |
| 3M | -41.8% | +5.9% | -47.7% | -43.5% |
| 6M | +57.5% | +0.4% | +57.1% | +55.7% |
| YTD | +277.0% | +14.8% | +262.2% | +251.9% |
| 1Y | +1,982.4% | +30.1% | +1,952.3% | +1,731.1% |
| 3Y | +2,234.8% | +66.7% | +2,168.2% | +1,733.6% |
| 5Y | +528.3% | +166.1% | +362.2% | +298.0% |
| 10Y | +1,310.5% | +353.7% | +956.9% | +602.6% |
| All | +480.1% | +4,367.4% | -3,887.3% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling