+1,472.1%
AXTI vs UAL
+112.5%
+1,359.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -1.0% |
| 7D | +5.1% | -1.4% | +6.5% | +5.5% |
| 30D | -17.5% | -12.2% | -5.2% | -13.6% |
| 3M | -26.7% | -2.5% | -24.2% | -25.8% |
| 6M | +36.8% | +21.1% | +15.7% | +25.3% |
| YTD | +296.1% | -1.8% | +297.9% | +292.0% |
| 1Y | +1,810.6% | +0.4% | +1,810.2% | +1,772.0% |
| 3Y | +2,587.6% | +130.3% | +2,457.3% | +1,775.8% |
| 5Y | +601.7% | +147.7% | +454.1% | +357.5% |
| All | +1,472.1% | +112.5% | +1,359.6% | +1,013.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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