+19.4%
MCD vs BBY
+0.2%
+19.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.8% |
| 7D | -2.9% | +1.2% | -4.0% | -3.0% |
| 30D | -6.7% | +6.8% | -13.5% | -7.3% |
| 3M | -9.6% | +18.7% | -28.3% | -10.9% |
| 6M | -22.3% | +37.3% | -59.6% | -24.5% |
| YTD | -15.4% | +35.3% | -50.7% | -17.8% |
| 1Y | -16.8% | +20.7% | -37.5% | -18.4% |
| 3Y | -2.4% | +39.4% | -41.8% | -7.0% |
| 5Y | +19.4% | -1.5% | +20.8% | +12.1% |
| All | +19.4% | +0.2% | +19.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling