+1,131.4%
MPC vs BBY
+252.7%
+878.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | -0.2% |
| 7D | +1.8% | +0.6% | +1.2% | +1.6% |
| 30D | +14.0% | +9.4% | +4.6% | +10.2% |
| 3M | +52.2% | +19.3% | +32.9% | +42.3% |
| 6M | +75.8% | +47.9% | +27.8% | +50.0% |
| YTD | +146.3% | +39.6% | +106.7% | +113.8% |
| 1Y | +120.8% | +22.2% | +98.6% | +100.2% |
| 3Y | +172.6% | +45.0% | +127.7% | +121.1% |
| 5Y | +678.2% | +2.6% | +675.7% | +584.8% |
| All | +1,131.4% | +252.7% | +878.7% | +640.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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