+206.7%
MGY vs COO
+12.5%
+194.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.0% | +3.4% |
| 7D | -0.9% | -2.3% | +1.4% | -0.1% |
| 30D | +10.1% | -8.8% | +18.9% | +14.0% |
| 3M | -1.5% | +1.3% | -2.8% | -2.6% |
| 6M | -4.9% | -11.6% | +6.6% | -1.4% |
| YTD | +27.7% | -17.4% | +45.1% | +36.0% |
| 1Y | +20.1% | -1.6% | +21.7% | +18.0% |
| 3Y | +24.9% | -22.6% | +47.5% | +30.2% |
| 5Y | +91.6% | -40.3% | +131.9% | +122.9% |
| All | +206.7% | +12.5% | +194.2% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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