+205.9%
MCD vs AXTI
+878.5%
-672.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +19.5% | -22.1% | -3.0% |
| 7D | -1.9% | -1.2% | -0.7% | -2.0% |
| 30D | +16.6% | -24.2% | +40.8% | +16.9% |
| 3M | +0.9% | -36.3% | +37.3% | +1.3% |
| 6M | +1.5% | -62.7% | +64.1% | +2.5% |
| YTD | -8.3% | +187.3% | -195.6% | -15.2% |
| 1Y | -8.1% | +344.8% | -352.9% | -16.7% |
| 3Y | +10.3% | +2,272.2% | -2,261.9% | -12.6% |
| 5Y | +23.4% | +419.6% | -396.2% | +6.5% |
| 10Y | +205.9% | +888.8% | -682.9% | +119.2% |
| All | +205.9% | +878.5% | -672.6% | +119.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling