+743.4%
AXTI vs MDLZ
+17.7%
+725.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +5.1% | +1.9% | +3.2% | +5.9% |
| 30D | -17.5% | +0.4% | -17.9% | -17.1% |
| 3M | -26.7% | -0.6% | -26.1% | -24.8% |
| 6M | +36.8% | +14.7% | +22.0% | +42.4% |
| YTD | +296.1% | +18.0% | +278.2% | +314.4% |
| 1Y | +1,810.6% | +4.1% | +1,806.5% | +1,888.8% |
| 3Y | +2,587.6% | -4.6% | +2,592.1% | +2,734.7% |
| All | +743.4% | +17.7% | +725.7% | +730.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling