+1,276.0%
AAPL vs MCD
+219.3%
+1,056.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.7% | +1.5% |
| 7D | +3.7% | +5.9% | -2.3% | +0.5% |
| 30D | +4.2% | +19.6% | -15.5% | -5.4% |
| 3M | +12.0% | +3.3% | +8.8% | +9.8% |
| 6M | +19.8% | +3.5% | +16.3% | +17.0% |
| YTD | +29.3% | -6.1% | +35.5% | +32.7% |
| 1Y | +31.1% | -3.7% | +34.8% | +32.3% |
| 3Y | +94.9% | +13.4% | +81.5% | +75.9% |
| 5Y | +138.1% | +25.2% | +112.9% | +102.0% |
| 10Y | +1,276.0% | +211.3% | +1,064.7% | +813.6% |
| All | +1,276.0% | +219.3% | +1,056.7% | +813.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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