+8,082.8%
BHP vs MKC
+3,364.7%
+4,718.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +1.3% | -4.3% | +5.6% | +2.5% |
| 30D | +4.0% | -2.0% | +6.0% | +4.4% |
| 3M | +12.3% | +10.0% | +2.3% | +8.8% |
| 6M | +30.8% | -18.5% | +49.3% | +36.9% |
| YTD | +58.8% | -22.4% | +81.2% | +68.0% |
| 1Y | +76.8% | -23.6% | +100.5% | +87.3% |
| 3Y | +87.5% | -30.4% | +117.9% | +101.7% |
| 5Y | +123.9% | -34.2% | +158.1% | +142.0% |
| 10Y | +504.4% | +26.8% | +477.5% | +434.9% |
| All | +8,082.8% | +3,364.7% | +4,718.1% | +4,498.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling