+548.6%
AXTI vs SHEL
+513.6%
+34.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | +21.0% | +3.0% | +18.0% | +19.6% |
| 30D | -6.6% | +7.2% | -13.9% | -9.3% |
| 3M | -12.1% | +12.9% | -24.9% | -17.0% |
| 6M | +78.7% | +13.7% | +65.0% | +67.9% |
| YTD | +321.5% | +33.7% | +287.8% | +266.9% |
| 1Y | +2,166.8% | +37.9% | +2,128.9% | +1,857.6% |
| 3Y | +2,807.6% | +70.2% | +2,737.4% | +2,181.8% |
| 5Y | +651.5% | +192.3% | +459.1% | +355.1% |
| 10Y | +1,560.5% | +207.3% | +1,353.2% | +832.6% |
| All | +548.6% | +513.6% | +34.9% | +148.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling