+1,368.0%
CVX vs AXTI
+562.5%
+805.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +12.8% | -12.3% | -0.1% |
| 7D | -0.6% | +24.0% | -24.6% | -1.7% |
| 30D | +13.4% | -21.5% | +34.9% | +14.3% |
| 3M | +11.8% | -23.4% | +35.2% | +11.2% |
| 6M | +12.4% | +114.9% | -102.4% | +3.7% |
| YTD | +41.5% | +325.4% | -283.9% | +23.8% |
| 1Y | +41.6% | +2,136.7% | -2,095.1% | +11.2% |
| 3Y | +42.2% | +2,835.0% | -2,792.8% | +3.7% |
| 5Y | +166.0% | +652.8% | -486.8% | +106.6% |
| 10Y | +207.2% | +1,513.9% | -1,306.7% | +116.4% |
| All | +1,368.0% | +562.5% | +805.6% | +770.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling