+3,005.7%
MPC vs KMB
+196.4%
+2,809.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.4% | -4.3% |
| 7D | -12.8% | +0.4% | -13.2% | -13.0% |
| 30D | -12.7% | +14.1% | -26.9% | -16.3% |
| 3M | +27.1% | -0.5% | +27.6% | +26.6% |
| 6M | +45.8% | +16.6% | +29.2% | +37.3% |
| YTD | +134.7% | +13.7% | +121.0% | +121.5% |
| 1Y | +106.0% | +16.1% | +90.0% | +93.0% |
| 3Y | +165.5% | +4.7% | +160.8% | +149.6% |
| 5Y | +540.9% | +1.5% | +539.4% | +494.8% |
| 10Y | +1,133.6% | +40.5% | +1,093.1% | +836.3% |
| All | +3,005.7% | +196.4% | +2,809.3% | +745.3% |
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