+762.7%
AXTI vs UAL
+80.6%
+682.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.3% |
| 7D | +7.6% | -3.0% | +10.7% | +8.9% |
| 30D | -32.1% | +10.5% | -42.5% | -34.6% |
| 3M | -46.0% | -13.5% | -32.5% | -42.9% |
| 6M | -65.7% | +14.2% | -79.9% | -67.7% |
| YTD | +155.9% | -2.2% | +158.1% | +154.6% |
| 1Y | +300.8% | +12.5% | +288.3% | +279.3% |
| 3Y | +1,981.6% | +186.8% | +1,794.8% | +1,255.4% |
| 5Y | +359.3% | +119.4% | +239.9% | +213.5% |
| All | +762.7% | +80.6% | +682.1% | +478.3% |
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