+368.8%
ORCL vs AXTI
+1,517.6%
-1,148.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | +10.9% | +21.0% | -10.1% | +8.9% |
| 30D | +7.0% | -6.6% | +13.6% | +7.1% |
| 3M | -21.2% | -12.1% | -9.1% | -22.4% |
| 6M | +7.4% | +78.7% | -71.3% | -2.8% |
| YTD | -16.3% | +321.5% | -337.7% | -31.4% |
| 1Y | -32.3% | +2,166.8% | -2,199.1% | -53.0% |
| 3Y | +32.6% | +2,807.6% | -2,775.0% | -15.6% |
| 5Y | +93.1% | +651.5% | -558.4% | +33.2% |
| 10Y | +368.8% | +1,560.5% | -1,191.7% | +188.3% |
| All | +368.8% | +1,517.6% | -1,148.8% | +188.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling