+1,472.1%
AXTI vs WCC
+541.6%
+930.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -2.0% |
| 7D | +5.1% | +1.5% | +3.5% | +4.3% |
| 30D | -17.5% | -2.1% | -15.3% | -15.4% |
| 3M | -26.7% | +3.8% | -30.5% | -25.9% |
| 6M | +36.8% | +35.0% | +1.8% | +19.8% |
| YTD | +296.1% | +46.4% | +249.8% | +236.7% |
| 1Y | +1,810.6% | +63.0% | +1,747.6% | +1,451.4% |
| 3Y | +2,587.6% | +133.9% | +2,453.6% | +1,705.9% |
| 5Y | +601.7% | +226.5% | +375.2% | +284.9% |
| All | +1,472.1% | +541.6% | +930.5% | +395.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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