+131,458.9%
AAPL vs MCD
+6,570.9%
+124,888.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.7% | +7.1% | -7.8% | -3.3% |
| 30D | +1.7% | +19.8% | -18.1% | -5.3% |
| 3M | +9.7% | +0.8% | +8.9% | +9.1% |
| 6M | +19.3% | -1.3% | +20.6% | +19.5% |
| YTD | +26.3% | -7.8% | +34.0% | +29.6% |
| 1Y | +27.4% | -5.0% | +32.3% | +29.1% |
| 3Y | +93.6% | +10.5% | +83.1% | +82.9% |
| 5Y | +131.7% | +22.0% | +109.7% | +110.9% |
| 10Y | +1,268.5% | +216.7% | +1,051.8% | +768.7% |
| All | +131,458.9% | +6,570.9% | +124,888.0% | +24,197.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling