+160.0%
AXTI vs WCC
+1,734.6%
-1,574.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | +21.0% | +6.8% | +14.2% | +18.3% |
| 30D | -6.6% | -3.0% | -3.6% | -4.8% |
| 3M | -12.1% | +0.2% | -12.3% | -10.3% |
| 6M | +78.7% | +33.2% | +45.5% | +65.3% |
| YTD | +321.5% | +45.8% | +275.7% | +281.1% |
| 1Y | +2,166.8% | +68.4% | +2,098.4% | +1,866.4% |
| 3Y | +2,807.6% | +131.1% | +2,676.5% | +2,169.4% |
| 5Y | +651.5% | +225.6% | +425.9% | +414.4% |
| 10Y | +1,560.5% | +534.2% | +1,026.3% | +762.6% |
| All | +160.0% | +1,734.6% | -1,574.6% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling