+58.1%
INTC vs MCD
+9.3%
+48.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.7% |
| 7D | +6.0% | -1.6% | +7.7% | +5.4% |
| 30D | -39.2% | +14.1% | -53.3% | -36.4% |
| 3M | -42.9% | +0.6% | -43.5% | -42.0% |
| 6M | -50.4% | 0.0% | -50.4% | -49.5% |
| YTD | +61.7% | -9.3% | +70.9% | +64.2% |
| 1Y | +66.1% | -9.3% | +75.4% | +68.6% |
| 3Y | +58.1% | +8.6% | +49.5% | +53.0% |
| All | +58.1% | +9.3% | +48.8% | +53.0% |
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 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