+1,472.1%
AXTI vs SHW
+288.7%
+1,183.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.7% |
| 7D | +5.1% | -3.1% | +8.2% | +6.4% |
| 30D | -17.5% | -10.0% | -7.4% | -13.9% |
| 3M | -26.7% | +2.3% | -28.9% | -28.9% |
| 6M | +36.8% | +0.7% | +36.1% | +32.3% |
| YTD | +296.1% | +0.5% | +295.7% | +279.2% |
| 1Y | +1,810.6% | -11.5% | +1,822.1% | +1,841.7% |
| 3Y | +2,587.6% | +21.3% | +2,566.2% | +2,206.8% |
| 5Y | +601.7% | +12.5% | +589.2% | +507.4% |
| All | +1,472.1% | +288.7% | +1,183.4% | +675.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 10y: compounded portfolio wealth divided by compounded SHW 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…
10y analysis · Full analysis span regression · 6 months rolling