+652.8%
AXTI vs SLB
+128.1%
+524.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.6% | +13.1% |
| 7D | +24.0% | +0.4% | +23.5% | +23.8% |
| 30D | -21.5% | +13.6% | -35.1% | -25.3% |
| 3M | -23.4% | +1.5% | -24.9% | -24.4% |
| 6M | +114.9% | +23.0% | +91.9% | +99.7% |
| YTD | +325.4% | +51.2% | +274.2% | +267.4% |
| 1Y | +2,136.7% | +63.5% | +2,073.2% | +1,784.2% |
| 3Y | +2,835.0% | +2.5% | +2,832.5% | +2,681.4% |
| 5Y | +652.8% | +139.2% | +513.6% | +561.2% |
| All | +652.8% | +128.1% | +524.7% | +561.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling