-3.9%
MCD vs AVAV
-68.0%
+64.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -8.3% | +14.9% | +6.6% |
| 7D | +11.9% | -10.1% | +22.0% | +12.0% |
| 30D | +20.2% | -18.7% | +39.0% | +20.6% |
| 3M | +5.2% | -33.0% | +38.2% | +5.9% |
| 6M | 0.0% | -37.2% | +37.2% | +0.4% |
| YTD | -6.5% | -53.2% | +46.7% | -5.0% |
| 1Y | -3.9% | -69.0% | +65.0% | +1.7% |
| All | -3.9% | -68.0% | +64.1% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling