+2,025.6%
MCD vs TECK
+1,968.8%
+56.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.5% |
| 7D | +7.3% | +1.7% | +5.6% | +7.1% |
| 30D | +20.0% | -7.6% | +27.6% | +20.7% |
| 3M | +3.8% | -5.9% | +9.7% | +4.2% |
| 6M | +3.8% | -2.8% | +6.6% | +3.5% |
| YTD | -5.9% | +31.8% | -37.7% | -8.9% |
| 1Y | -3.2% | +49.1% | -52.3% | -7.5% |
| 3Y | +13.3% | +83.0% | -69.7% | +4.7% |
| 5Y | +25.2% | +150.6% | -125.4% | +10.0% |
| 10Y | +213.3% | +219.0% | -5.6% | +152.0% |
| All | +2,025.6% | +1,968.8% | +56.9% | +1,203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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