+170.6%
CVX vs AXTI
+598.0%
-427.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | -0.4% |
| 7D | +0.7% | +15.1% | -14.4% | +0.4% |
| 30D | +9.1% | -12.3% | +21.4% | +9.3% |
| 3M | +13.1% | -24.1% | +37.2% | +12.9% |
| 6M | +16.3% | +46.0% | -29.8% | +13.1% |
| YTD | +43.5% | +295.7% | -252.2% | +34.4% |
| 1Y | +40.2% | +1,825.6% | -1,785.4% | +22.9% |
| 3Y | +44.2% | +2,630.0% | -2,585.7% | +18.6% |
| 5Y | +170.6% | +601.0% | -430.4% | +139.7% |
| All | +170.6% | +598.0% | -427.3% | +139.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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