+3,101.0%
MPC vs JCI
+822.5%
+2,278.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.8% |
| 7D | +5.4% | +3.8% | +1.6% | +3.1% |
| 30D | +31.0% | -5.7% | +36.6% | +35.2% |
| 3M | +46.0% | -1.4% | +47.4% | +45.6% |
| 6M | +77.3% | +4.1% | +73.2% | +68.7% |
| YTD | +141.9% | +21.7% | +120.2% | +108.1% |
| 1Y | +120.9% | +36.1% | +84.8% | +75.8% |
| 3Y | +182.7% | +154.4% | +28.3% | +42.9% |
| 5Y | +646.4% | +112.0% | +534.4% | +307.2% |
| 10Y | +1,138.7% | +322.2% | +816.5% | +288.0% |
| All | +3,101.0% | +822.5% | +2,278.5% | +419.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling