+1,106.2%
MPC vs EXEL
+445.6%
+660.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.1% | +1.5% | +4.0% |
| 7D | -9.4% | +2.3% | -11.7% | -9.8% |
| 30D | -14.3% | +19.8% | -34.2% | -17.2% |
| 3M | +31.1% | +32.7% | -1.6% | +24.1% |
| 6M | +60.3% | +49.0% | +11.3% | +47.6% |
| YTD | +142.5% | +63.7% | +78.8% | +117.6% |
| 1Y | +104.6% | +75.8% | +28.8% | +80.5% |
| 3Y | +191.7% | +241.3% | -49.6% | +114.1% |
| 5Y | +549.2% | +289.0% | +260.2% | +349.7% |
| 10Y | +1,106.2% | +377.6% | +728.6% | +783.7% |
| All | +1,106.2% | +445.6% | +660.7% | +783.7% |
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