+177.5%
MCD vs AXTI
+1,481.9%
-1,304.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | 0.0% |
| 7D | -2.5% | +15.1% | -17.7% | -2.9% |
| 30D | -7.0% | -12.3% | +5.3% | -6.9% |
| 3M | -9.8% | -24.1% | +14.3% | -9.9% |
| 6M | -21.8% | +46.0% | -67.8% | -24.3% |
| YTD | -15.6% | +295.7% | -311.3% | -22.1% |
| 1Y | -15.2% | +1,825.6% | -1,840.8% | -27.1% |
| 3Y | -2.6% | +2,630.0% | -2,632.5% | -22.0% |
| 5Y | +18.9% | +601.0% | -582.1% | +2.3% |
| All | +177.5% | +1,481.9% | -1,304.4% | +103.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling