+548.6%
AXTI vs SHW
+4,367.6%
-3,819.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.2% |
| 7D | +21.0% | -3.2% | +24.2% | +22.6% |
| 30D | -6.6% | -11.4% | +4.8% | -2.0% |
| 3M | -12.1% | +3.5% | -15.5% | -15.1% |
| 6M | +78.7% | -3.4% | +82.1% | +76.0% |
| YTD | +321.5% | -0.3% | +321.8% | +306.5% |
| 1Y | +2,166.8% | -10.4% | +2,177.2% | +2,179.2% |
| 3Y | +2,807.6% | +21.3% | +2,786.3% | +2,448.8% |
| 5Y | +651.5% | +12.9% | +638.6% | +562.4% |
| 10Y | +1,560.5% | +284.1% | +1,276.4% | +733.7% |
| All | +548.6% | +4,367.6% | -3,819.0% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling