+6.7%
AMZN vs MPC
+122.9%
-116.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.1% | +14.2% | +4.7% |
| 7D | +4.5% | -10.9% | +15.4% | +2.7% |
| 30D | +5.8% | -9.4% | +15.2% | +4.3% |
| 3M | -4.1% | +26.0% | -30.1% | -0.9% |
| 6M | -2.2% | +56.5% | -58.7% | +5.1% |
| YTD | +15.3% | +144.3% | -129.0% | +27.2% |
| 1Y | +6.7% | +117.2% | -110.5% | +17.9% |
| All | +6.7% | +122.9% | -116.2% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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