+797.7%
AXTI vs SLB
-14.0%
+811.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.3% |
| 7D | +18.6% | +2.6% | +16.0% | +17.6% |
| 30D | -32.6% | +4.4% | -37.0% | -33.3% |
| 3M | -44.5% | -2.7% | -41.8% | -43.7% |
| 6M | -64.6% | -7.5% | -57.0% | -63.7% |
| YTD | +166.3% | +34.8% | +131.5% | +135.2% |
| 1Y | +296.5% | +44.6% | +251.9% | +240.6% |
| 3Y | +2,099.0% | +3.2% | +2,095.8% | +2,041.8% |
| 5Y | +377.9% | +73.6% | +304.4% | +255.6% |
| All | +797.7% | -14.0% | +811.8% | +634.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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