+2,261.7%
AXTI vs UAL
+242.1%
+2,019.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.5% | +7.2% | +9.2% |
| 7D | +5.1% | +0.7% | +4.4% | +5.0% |
| 30D | -10.2% | -16.1% | +5.9% | -6.9% |
| 3M | -41.8% | +6.1% | -48.0% | -42.5% |
| 6M | +57.5% | +10.8% | +46.7% | +53.4% |
| YTD | +277.0% | -0.4% | +277.4% | +275.1% |
| 1Y | +1,982.4% | +5.0% | +1,977.4% | +1,951.4% |
| 3Y | +2,234.8% | +124.0% | +2,110.8% | +1,865.3% |
| 5Y | +528.3% | +141.0% | +387.4% | +413.3% |
| 10Y | +1,310.5% | +118.0% | +1,192.5% | +1,010.8% |
| All | +2,261.7% | +242.1% | +2,019.6% | +1,352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling