-1.5%
MCD vs SPXU
-80.6%
+79.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.6% | +0.2% |
| 7D | -2.0% | -1.5% | -0.6% | -2.1% |
| 30D | -6.1% | +3.7% | -9.9% | -5.9% |
| 3M | -7.3% | -9.6% | +2.3% | -7.8% |
| 6M | -20.9% | -32.4% | +11.4% | -23.2% |
| YTD | -14.7% | -28.7% | +14.0% | -16.7% |
| 1Y | -16.1% | -38.2% | +22.1% | -19.1% |
| 3Y | -1.5% | -80.4% | +78.9% | -16.8% |
| All | -1.5% | -80.6% | +79.0% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SPXU 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling