+554.7%
AXTI vs UNP
+3,633.8%
-3,079.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.3% | +13.0% |
| 7D | +24.0% | -0.7% | +24.7% | +24.4% |
| 30D | -21.5% | -1.1% | -20.3% | -21.0% |
| 3M | -23.4% | +7.9% | -31.2% | -26.9% |
| 6M | +114.9% | +14.6% | +100.3% | +95.9% |
| YTD | +325.4% | +26.6% | +298.9% | +268.8% |
| 1Y | +2,136.7% | +35.6% | +2,101.1% | +1,774.9% |
| 3Y | +2,835.0% | +45.5% | +2,789.5% | +2,295.5% |
| 5Y | +652.8% | +50.0% | +602.8% | +499.4% |
| 10Y | +1,513.9% | +271.8% | +1,242.1% | +756.9% |
| All | +554.7% | +3,633.8% | -3,079.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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