+199.8%
MPC vs JCI
+186.2%
+13.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.0% |
| 7D | +11.2% | +3.2% | +8.1% | +10.4% |
| 30D | -14.5% | -8.6% | -5.9% | -12.9% |
| 3M | +16.7% | -7.7% | +24.4% | +18.4% |
| 6M | +67.6% | -2.6% | +70.1% | +66.7% |
| YTD | +157.9% | +17.4% | +140.6% | +140.2% |
| 1Y | +116.7% | +16.9% | +99.7% | +101.8% |
| 3Y | +199.8% | +186.7% | +13.0% | +120.2% |
| All | +199.8% | +186.2% | +13.6% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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