+7.5%
AMZN vs MPC
+105.0%
-97.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +3.6% |
| 7D | +8.7% | -9.4% | +18.1% | +7.0% |
| 30D | +1.7% | -14.3% | +16.0% | -0.6% |
| 3M | -2.8% | +31.1% | -33.9% | +0.8% |
| 6M | -2.1% | +60.3% | -62.4% | +5.1% |
| YTD | +15.6% | +142.5% | -126.9% | +25.6% |
| All | +7.5% | +105.0% | -97.6% | +19.1% |
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