+356.3%
AXTI vs UAL
+117.7%
+238.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -3.2% |
| 7D | +7.6% | -3.0% | +10.7% | +9.1% |
| 30D | -32.1% | +10.5% | -42.5% | -34.9% |
| 3M | -46.0% | -13.5% | -32.5% | -42.5% |
| 6M | -65.7% | +14.2% | -79.9% | -67.9% |
| YTD | +155.9% | -2.2% | +158.1% | +154.1% |
| 1Y | +300.8% | +12.5% | +288.3% | +276.1% |
| 3Y | +1,981.6% | +186.8% | +1,794.8% | +1,134.4% |
| All | +356.3% | +117.7% | +238.5% | +183.0% |
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