-8.1%
MCD vs AXTI
+349.9%
-358.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +19.5% | -22.1% | -2.0% |
| 7D | -1.9% | -1.2% | -0.7% | -1.8% |
| 30D | +16.6% | -24.2% | +40.8% | +16.1% |
| 3M | +0.9% | -36.3% | +37.3% | +0.4% |
| 6M | +1.5% | -62.7% | +64.1% | +1.0% |
| YTD | -8.3% | +187.3% | -195.6% | -6.7% |
| 1Y | -8.1% | +344.8% | -352.9% | -4.7% |
| All | -8.1% | +349.9% | -358.0% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling