+419.6%
AXTI vs SLB
+73.1%
+346.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +2.1% | +17.4% | +18.7% |
| 7D | -1.2% | -1.2% | 0.0% | -0.2% |
| 30D | -24.2% | +4.5% | -28.7% | -24.9% |
| 3M | -36.3% | -4.6% | -31.8% | -35.0% |
| 6M | -62.7% | -6.3% | -56.4% | -61.9% |
| YTD | +187.3% | +35.0% | +152.3% | +157.6% |
| 1Y | +344.8% | +38.8% | +306.0% | +294.5% |
| 3Y | +2,272.2% | +3.3% | +2,268.9% | +2,195.4% |
| 5Y | +419.6% | +73.6% | +346.0% | +318.5% |
| All | +419.6% | +73.1% | +346.5% | +318.5% |
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