+743.4%
AXTI vs SHEL
+191.1%
+552.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -30.7% |
| 6M | +36.8% | +12.7% | +24.1% | +29.5% |
| YTD | +296.1% | +35.3% | +260.8% | +245.2% |
| 1Y | +1,810.6% | +39.4% | +1,771.3% | +1,551.8% |
| 3Y | +2,587.6% | +71.5% | +2,516.1% | +2,040.7% |
| All | +743.4% | +191.1% | +552.3% | +419.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling