+9.0%
AMZN vs MPC
+124.8%
-115.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.3% |
| 7D | +0.8% | +3.9% | -3.1% | +1.2% |
| 30D | -6.4% | +33.8% | -40.1% | -3.3% |
| 3M | +4.8% | +49.9% | -45.1% | +10.1% |
| 6M | +20.5% | +80.9% | -60.4% | +28.4% |
| YTD | +11.3% | +147.4% | -136.1% | +17.9% |
| 1Y | +9.0% | +123.2% | -114.2% | +17.3% |
| All | +9.0% | +124.8% | -115.8% | +17.3% |
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