+743.4%
AXTI vs WCC
+223.5%
+519.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -2.4% |
| 7D | +5.1% | +1.4% | +3.7% | +4.2% |
| 30D | -17.5% | -2.3% | -15.2% | -14.9% |
| 3M | -26.7% | +3.7% | -30.3% | -25.9% |
| 6M | +36.8% | +34.8% | +2.0% | +16.1% |
| YTD | +296.1% | +46.1% | +250.0% | +224.8% |
| 1Y | +1,810.6% | +62.7% | +1,747.9% | +1,383.4% |
| 3Y | +2,587.6% | +133.6% | +2,454.0% | +1,582.2% |
| All | +743.4% | +223.5% | +519.8% | +330.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling