+2,755.4%
AVGO vs MCD
+178.5%
+2,576.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | -0.3% | -2.0% | +1.7% | +0.8% |
| 30D | -13.8% | -6.1% | -7.7% | -11.1% |
| 3M | -6.9% | -7.3% | +0.3% | -3.9% |
| 6M | +11.9% | -20.9% | +32.9% | +26.0% |
| YTD | +6.9% | -14.7% | +21.5% | +14.7% |
| 1Y | +7.4% | -16.1% | +23.5% | +15.4% |
| 3Y | +345.6% | -1.5% | +347.1% | +316.0% |
| 5Y | +718.9% | +20.4% | +698.4% | +554.1% |
| 10Y | +2,755.4% | +180.0% | +2,575.3% | +1,484.8% |
| All | +2,755.4% | +178.5% | +2,576.9% | +1,484.8% |
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