+2,587.6%
AXTI vs SHEL
+70.5%
+2,517.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +5.1% | +4.1% | +1.0% | +3.4% |
| 30D | -17.5% | +8.4% | -25.8% | -20.1% |
| 3M | -26.7% | +13.7% | -40.4% | -30.5% |
| 6M | +36.8% | +12.7% | +24.1% | +29.7% |
| YTD | +296.1% | +35.3% | +260.8% | +245.0% |
| 1Y | +1,810.6% | +39.4% | +1,771.3% | +1,548.9% |
| 3Y | +2,587.6% | +71.5% | +2,516.1% | +2,179.8% |
| All | +2,587.6% | +70.5% | +2,517.1% | +2,179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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