+1,335.7%
BP vs MKC
+3,376.8%
-2,041.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +3.9% | -5.9% | +9.8% | +5.3% |
| 30D | +7.6% | -0.9% | +8.5% | +7.7% |
| 3M | +0.7% | +12.7% | -12.0% | -2.3% |
| 6M | +15.5% | -19.3% | +34.8% | +20.0% |
| YTD | +30.8% | -22.2% | +53.0% | +36.7% |
| 1Y | +34.3% | -23.3% | +57.6% | +40.5% |
| 3Y | +35.1% | -30.0% | +65.0% | +42.5% |
| 5Y | +126.8% | -33.8% | +160.6% | +139.3% |
| 10Y | +123.4% | +24.4% | +98.9% | +98.5% |
| All | +1,335.7% | +3,376.8% | -2,041.1% | +707.7% |
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