+651.5%
AXTI vs UAL
+136.8%
+514.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | +21.0% | -1.1% | +22.1% | +21.4% |
| 30D | -6.6% | -13.4% | +6.8% | -1.2% |
| 3M | -12.1% | -2.3% | -9.8% | -11.2% |
| 6M | +78.7% | +13.3% | +65.4% | +65.9% |
| YTD | +321.5% | -4.2% | +325.7% | +320.3% |
| 1Y | +2,166.8% | +1.4% | +2,165.4% | +2,105.8% |
| 3Y | +2,807.6% | +125.8% | +2,681.8% | +1,818.0% |
| 5Y | +651.5% | +130.0% | +521.5% | +367.4% |
| All | +651.5% | +136.8% | +514.7% | +367.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling