-6.8%
MCD vs KVUE
-20.4%
+13.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.5% | -6.1% | +3.6% | -1.6% |
| 30D | -7.0% | -5.6% | -1.5% | -6.2% |
| 3M | -9.8% | -0.3% | -9.5% | -9.7% |
| 6M | -21.8% | +1.4% | -23.1% | -21.9% |
| YTD | -15.6% | +6.7% | -22.3% | -16.3% |
| 1Y | -15.2% | +1.0% | -16.1% | -15.3% |
| 3Y | -2.6% | -5.4% | +2.8% | -2.1% |
| All | -6.8% | -20.4% | +13.6% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 10y: compounded portfolio wealth divided by compounded KVUE 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…
10y analysis · Full analysis span regression · 6 months rolling