+4,055.8%
FDX vs MKC
+3,130.4%
+925.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.5% | +3.8% |
| 7D | +0.2% | -1.9% | +2.1% | +0.7% |
| 30D | +9.3% | +8.0% | +1.3% | +6.8% |
| 3M | +0.5% | -8.6% | +9.1% | +2.9% |
| 6M | +5.3% | +1.1% | +4.3% | +4.4% |
| YTD | +38.6% | -27.7% | +66.3% | +50.3% |
| 1Y | +53.5% | -23.7% | +77.3% | +63.9% |
| 3Y | +74.2% | -19.4% | +93.6% | +81.4% |
| 5Y | +75.3% | -33.3% | +108.6% | +89.8% |
| 10Y | +156.3% | +24.0% | +132.3% | +127.5% |
| All | +4,055.8% | +3,130.4% | +925.4% | +1,747.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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