+6,609.6%
MCD vs GE
+2,993.6%
+3,616.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | +7.3% | +5.4% | +1.9% | +5.8% |
| 30D | +20.0% | +9.6% | +10.3% | +17.0% |
| 3M | +3.8% | -7.7% | +11.5% | +5.7% |
| 6M | +3.8% | +14.0% | -10.3% | -0.4% |
| YTD | -5.9% | +10.2% | -16.0% | -9.6% |
| 1Y | -3.2% | +8.9% | -12.1% | -6.9% |
| 3Y | +13.3% | +273.7% | -260.4% | -24.1% |
| 5Y | +25.2% | +410.2% | -385.0% | -24.6% |
| 10Y | +213.3% | +157.4% | +55.9% | +108.9% |
| All | +6,609.6% | +2,993.6% | +3,616.0% | +1,093.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling