+5,979.9%
MCD vs BBY
+75,590.7%
-69,610.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -1.8% |
| 7D | -2.8% | +9.5% | -12.3% | -3.8% |
| 30D | -6.0% | +6.8% | -12.8% | -6.7% |
| 3M | -5.6% | +28.9% | -34.4% | -8.1% |
| 6M | -21.9% | +37.8% | -59.7% | -24.7% |
| YTD | -14.7% | +38.7% | -53.4% | -18.0% |
| 1Y | -17.3% | +23.7% | -41.0% | -19.6% |
| 3Y | -2.2% | +39.1% | -41.3% | -7.4% |
| 5Y | +20.3% | -0.4% | +20.7% | +16.2% |
| 10Y | +180.7% | +234.0% | -53.3% | +136.1% |
| All | +5,979.9% | +75,590.7% | -69,610.8% | +2,977.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling