+1,120.5%
MPC vs AZO
+297.5%
+823.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.4% |
| 7D | +1.2% | -2.9% | +4.1% | +2.3% |
| 30D | +17.0% | -5.3% | +22.3% | +19.1% |
| 3M | +49.5% | -7.3% | +56.8% | +52.6% |
| 6M | +83.5% | -22.7% | +106.2% | +98.8% |
| YTD | +144.1% | -15.0% | +159.1% | +153.4% |
| 1Y | +119.6% | -32.2% | +151.8% | +148.2% |
| 3Y | +168.1% | +10.0% | +158.1% | +140.7% |
| 5Y | +671.3% | +85.8% | +585.5% | +421.2% |
| All | +1,120.5% | +297.5% | +823.1% | +567.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling