+4,772.5%
ORCL vs AXTI
+487.0%
+4,285.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.7% | -6.6% | +1.9% |
| 7D | +5.3% | +5.1% | +0.1% | +4.6% |
| 30D | +10.0% | -10.2% | +20.1% | +10.1% |
| 3M | -32.6% | -41.8% | +9.3% | -30.5% |
| 6M | +4.9% | +57.5% | -52.6% | -7.7% |
| YTD | -17.8% | +277.0% | -294.8% | -36.9% |
| 1Y | -28.0% | +1,982.4% | -2,010.4% | -56.0% |
| 3Y | +36.0% | +2,234.8% | -2,198.8% | -26.7% |
| 5Y | +88.7% | +528.3% | -439.6% | +14.9% |
| 10Y | +346.9% | +1,310.5% | -963.6% | +110.3% |
| All | +4,772.5% | +487.0% | +4,285.5% | +1,666.0% |
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