+1,414.8%
BP vs MKC
+3,068.3%
-1,653.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.6% |
| 7D | +3.8% | -3.0% | +6.8% | +4.5% |
| 30D | -5.3% | +4.8% | -10.1% | -6.5% |
| 3M | +9.3% | -12.8% | +22.1% | +12.0% |
| 6M | +7.2% | +5.0% | +2.2% | +5.2% |
| YTD | +38.0% | -29.1% | +67.1% | +46.6% |
| 1Y | +33.2% | -26.4% | +59.6% | +40.2% |
| 3Y | +50.3% | -21.6% | +71.9% | +54.1% |
| 5Y | +114.1% | -35.2% | +149.3% | +125.9% |
| 10Y | +140.7% | +25.6% | +115.1% | +112.4% |
| All | +1,414.8% | +3,068.3% | -1,653.5% | +766.0% |
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