+270.0%
INTC vs MCD
+178.8%
+91.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | +18.0% | -2.9% | +20.8% | +19.3% |
| 30D | +8.9% | -6.7% | +15.7% | +11.7% |
| 3M | -1.6% | -9.6% | +8.0% | +1.6% |
| 6M | +133.1% | -22.3% | +155.4% | +156.3% |
| YTD | +187.9% | -15.4% | +203.4% | +202.7% |
| 1Y | +334.7% | -16.8% | +351.5% | +358.1% |
| 3Y | +184.2% | -2.4% | +186.6% | +169.9% |
| 5Y | +116.0% | +19.4% | +96.6% | +82.7% |
| 10Y | +270.0% | +181.3% | +88.7% | +139.7% |
| All | +270.0% | +178.8% | +91.1% | +139.7% |
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