+1,098.3%
MPC vs EXEL
+363.4%
+734.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.2% |
| 7D | -8.8% | -2.4% | -6.5% | -8.4% |
| 30D | -14.4% | +17.9% | -32.3% | -17.0% |
| 3M | +21.9% | +33.3% | -11.3% | +15.3% |
| 6M | +60.1% | +46.6% | +13.6% | +47.9% |
| YTD | +142.3% | +61.0% | +81.3% | +118.1% |
| 1Y | +101.7% | +70.4% | +31.3% | +79.0% |
| 3Y | +184.8% | +236.1% | -51.3% | +109.5% |
| 5Y | +564.6% | +284.8% | +279.8% | +360.9% |
| 10Y | +1,098.3% | +348.4% | +749.9% | +772.5% |
| All | +1,098.3% | +363.4% | +734.9% | +772.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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