+0.9%
MCD vs AXTI
-64.7%
+65.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.3% | +6.9% | -0.8% |
| 7D | -1.6% | +18.6% | -20.2% | -0.6% |
| 30D | +16.0% | -32.6% | +48.7% | +14.5% |
| 3M | 0.0% | -44.5% | +44.5% | -1.5% |
| 6M | +0.9% | -64.6% | +65.5% | -1.0% |
| All | +0.9% | -64.7% | +65.6% | -1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling