-17.6%
UBER vs MCD
-17.5%
-0.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | 0.0% |
| 7D | -3.9% | -2.8% | -1.1% | -3.4% |
| 30D | +11.1% | -6.0% | +17.1% | +12.2% |
| 3M | +4.9% | -5.6% | +10.5% | +5.9% |
| 6M | -1.2% | -21.9% | +20.7% | +0.4% |
| YTD | -7.3% | -14.7% | +7.4% | -5.5% |
| 1Y | -17.6% | -17.3% | -0.4% | -15.4% |
| All | -17.6% | -17.5% | -0.2% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling