+182.1%
MPC vs CORZ
+161.6%
+20.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | +0.4% |
| 7D | +11.2% | +23.5% | -12.2% | +10.2% |
| 30D | -14.5% | +7.5% | -22.0% | -14.9% |
| 3M | +16.7% | -26.6% | +43.3% | +17.7% |
| 6M | +67.6% | -39.5% | +107.1% | +69.6% |
| YTD | +157.9% | -0.3% | +158.2% | +152.6% |
| 1Y | +116.7% | -4.2% | +120.9% | +112.4% |
| All | +182.1% | +161.6% | +20.5% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling