+9.3%
MCD vs GE
+266.3%
-257.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.0% | -0.2% |
| 7D | -1.6% | +5.1% | -6.7% | -1.9% |
| 30D | +16.0% | +7.6% | +8.5% | +15.5% |
| 3M | 0.0% | -9.3% | +9.3% | +0.3% |
| 6M | +0.9% | +11.5% | -10.6% | +0.2% |
| YTD | -8.7% | +7.9% | -16.6% | -9.4% |
| 1Y | -8.6% | +7.6% | -16.2% | -9.3% |
| All | +9.3% | +266.3% | -257.0% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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