+1,472.1%
AXTI vs MDLZ
+86.5%
+1,385.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +5.1% | +1.9% | +3.2% | +4.9% |
| 30D | -17.5% | +0.4% | -17.9% | -17.6% |
| 3M | -26.7% | -0.6% | -26.1% | -27.2% |
| 6M | +36.8% | +14.7% | +22.0% | +30.7% |
| YTD | +296.1% | +18.0% | +278.2% | +274.4% |
| 1Y | +1,810.6% | +4.1% | +1,806.5% | +1,760.9% |
| 3Y | +2,587.6% | -4.6% | +2,592.1% | +2,535.4% |
| 5Y | +601.7% | +18.4% | +583.4% | +508.1% |
| All | +1,472.1% | +86.5% | +1,385.5% | +1,022.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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