+46.1%
ORCL vs AXTI
+433.1%
-387.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +19.5% | -10.7% | +6.5% |
| 7D | +3.8% | -1.2% | +5.0% | +3.5% |
| 30D | -6.6% | -24.2% | +17.7% | -4.1% |
| 3M | -11.4% | -36.3% | +24.9% | -8.3% |
| 6M | -33.3% | -62.7% | +29.4% | -29.6% |
| YTD | -33.3% | +187.3% | -220.5% | -45.1% |
| 1Y | -44.9% | +344.8% | -389.7% | -57.2% |
| 3Y | +17.6% | +2,272.2% | -2,254.6% | -30.1% |
| 5Y | +46.1% | +419.6% | -373.5% | -0.5% |
| All | +46.1% | +433.1% | -387.1% | -0.5% |
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 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