+582.3%
MPC vs EXEL
+286.3%
+295.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.4% |
| 7D | +2.6% | -2.8% | +5.4% | +2.8% |
| 30D | -12.2% | +18.2% | -30.4% | -13.1% |
| 3M | +20.1% | +37.7% | -17.7% | +17.8% |
| 6M | +60.6% | +42.2% | +18.4% | +56.8% |
| YTD | +150.6% | +61.3% | +89.3% | +141.5% |
| 1Y | +104.7% | +64.5% | +40.2% | +96.7% |
| 3Y | +194.5% | +236.7% | -42.2% | +155.6% |
| 5Y | +582.3% | +296.3% | +286.0% | +482.5% |
| All | +582.3% | +286.3% | +295.9% | +482.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling