+101.7%
MPC vs CASY
+31.3%
+70.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -8.8% | +5.0% | -13.8% | -9.3% |
| 30D | -14.4% | +8.2% | -22.6% | -15.2% |
| 3M | +21.9% | -18.2% | +40.1% | +25.1% |
| 6M | +60.1% | -18.6% | +78.7% | +64.3% |
| YTD | +142.3% | +26.8% | +115.5% | +132.1% |
| 1Y | +101.7% | +31.6% | +70.1% | +90.0% |
| All | +101.7% | +31.3% | +70.4% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1y: compounded portfolio wealth divided by compounded CASY 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…
1y analysis · Full analysis span regression · 6 months rolling