+3,533.9%
ORCL vs AXTI
+274.4%
+3,259.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.4% | +6.9% | -0.5% |
| 7D | -6.5% | -23.4% | +16.9% | -3.7% |
| 30D | -16.6% | -42.6% | +26.0% | -11.2% |
| 3M | -21.6% | -46.7% | +25.1% | -16.7% |
| 6M | -39.4% | -66.2% | +26.9% | -34.4% |
| YTD | -38.7% | +140.4% | -179.1% | -50.7% |
| 1Y | -50.4% | +276.5% | -326.9% | -62.6% |
| 3Y | +8.1% | +1,885.4% | -1,877.3% | -41.0% |
| 5Y | +34.5% | +350.3% | -315.8% | -15.0% |
| 10Y | +246.0% | +702.2% | -456.2% | +74.0% |
| All | +3,533.9% | +274.4% | +3,259.5% | +1,279.3% |
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 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