+3,101.0%
MPC vs KMB
+181.7%
+2,919.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +5.4% | -3.0% | +8.5% | +6.4% |
| 30D | +31.0% | -5.5% | +36.4% | +33.1% |
| 3M | +46.0% | +14.0% | +32.0% | +39.1% |
| 6M | +77.3% | +4.1% | +73.2% | +73.2% |
| YTD | +141.9% | +8.0% | +133.9% | +132.7% |
| 1Y | +120.9% | -13.7% | +134.7% | +128.6% |
| 3Y | +182.7% | -5.9% | +188.6% | +177.1% |
| 5Y | +646.4% | -8.6% | +655.1% | +624.5% |
| 10Y | +1,138.7% | +17.3% | +1,121.5% | +946.6% |
| All | +3,101.0% | +181.7% | +2,919.3% | +788.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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