+33.3%
ORCL vs AXTI
+2,786.3%
-2,753.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +12.8% | -10.5% | +1.1% |
| 7D | +15.0% | +24.0% | -9.0% | +12.5% |
| 30D | +10.5% | -21.5% | +32.0% | +12.3% |
| 3M | -23.0% | -23.4% | +0.4% | -23.5% |
| 6M | +7.0% | +114.9% | -107.9% | -5.4% |
| YTD | -15.8% | +325.4% | -341.3% | -32.2% |
| 1Y | -31.1% | +2,136.7% | -2,167.7% | -53.9% |
| 3Y | +33.3% | +2,835.0% | -2,801.7% | -14.8% |
| All | +33.3% | +2,786.3% | -2,753.0% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling