+1,171.8%
MPC vs BBY
+288.1%
+883.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +11.2% | +4.5% | +6.8% | +9.6% |
| 30D | -14.5% | +16.8% | -31.3% | -19.6% |
| 3M | +16.7% | +23.2% | -6.5% | +7.2% |
| 6M | +67.6% | +91.9% | -24.4% | +29.9% |
| YTD | +157.9% | +61.6% | +96.3% | +110.7% |
| 1Y | +116.7% | +43.9% | +72.8% | +84.5% |
| 3Y | +199.8% | +88.6% | +111.1% | +118.7% |
| 5Y | +604.4% | -3.1% | +607.5% | +544.5% |
| All | +1,171.8% | +288.1% | +883.6% | +657.9% |
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