+170.6%
MPC vs CORZ
+237.5%
-66.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.7% | -2.4% | +2.1% |
| 7D | +3.9% | +16.6% | -12.7% | +3.2% |
| 30D | +33.8% | -10.9% | +44.6% | +34.3% |
| 3M | +49.9% | -31.0% | +80.9% | +51.7% |
| 6M | +80.9% | +26.0% | +54.9% | +76.8% |
| YTD | +147.4% | +28.6% | +118.8% | +140.6% |
| 1Y | +123.2% | +34.5% | +88.7% | +115.4% |
| All | +170.6% | +237.5% | -66.9% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling