+85.6%
AMZN vs MCD
+10.9%
+74.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +7.9% | +7.1% | +0.8% | +7.2% |
| 30D | -0.2% | +19.8% | -20.0% | -1.8% |
| 3M | -4.8% | +0.8% | -5.6% | -4.7% |
| 6M | -5.7% | -1.3% | -4.4% | -5.5% |
| YTD | +12.3% | -7.8% | +20.1% | +13.1% |
| 1Y | +6.7% | -5.0% | +11.6% | +7.2% |
| 3Y | +85.6% | +10.5% | +75.0% | +84.6% |
| All | +85.6% | +10.9% | +74.6% | +84.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling