+211.3%
MCD vs SPXU
-99.5%
+310.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.0% | +8.8% | +0.4% |
| 7D | +5.9% | -1.5% | +7.4% | +5.9% |
| 30D | +19.6% | +9.7% | +10.0% | +22.3% |
| 3M | +3.3% | +8.4% | -5.2% | +5.4% |
| 6M | +3.5% | -5.7% | +9.2% | +3.0% |
| YTD | -6.1% | -25.4% | +19.3% | -10.5% |
| 1Y | -3.7% | -28.9% | +25.2% | -8.9% |
| 3Y | +13.4% | -81.2% | +94.5% | -16.6% |
| 5Y | +25.2% | -83.3% | +108.4% | -1.1% |
| 10Y | +211.3% | -99.5% | +310.7% | +41.0% |
| All | +211.3% | -99.5% | +310.8% | +41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling