+1,120.5%
MPC vs AZN
+222.4%
+898.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.2% |
| 7D | +1.2% | -3.1% | +4.3% | +2.0% |
| 30D | +17.0% | +0.6% | +16.4% | +16.7% |
| 3M | +49.5% | -10.8% | +60.3% | +52.9% |
| 6M | +83.5% | -18.1% | +101.7% | +91.2% |
| YTD | +144.1% | -12.3% | +156.4% | +148.1% |
| 1Y | +119.6% | -0.2% | +119.8% | +113.9% |
| 3Y | +168.1% | +23.4% | +144.7% | +138.2% |
| 5Y | +671.3% | +56.4% | +615.0% | +507.2% |
| All | +1,120.5% | +222.4% | +898.2% | +749.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling