+499.6%
PLTR vs MCD
+21.9%
+477.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | -12.9% | +7.1% | -20.0% | -14.7% |
| 30D | -17.4% | +19.8% | -37.1% | -22.1% |
| 3M | +2.9% | +0.8% | +2.1% | +2.6% |
| 6M | +19.9% | -1.3% | +21.2% | +20.3% |
| YTD | -9.8% | -7.8% | -2.0% | -8.0% |
| 1Y | -8.4% | -5.0% | -3.4% | -8.0% |
| 3Y | +765.0% | +10.5% | +754.5% | +681.0% |
| All | +499.6% | +21.9% | +477.6% | +386.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 5y: compounded portfolio wealth divided by compounded MCD 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…
5y analysis · Full analysis span regression · 6 months rolling