+671.3%
MPC vs LYB
-1.9%
+673.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | +1.2% | -0.7% | +1.9% | +1.6% |
| 30D | +17.0% | +1.5% | +15.4% | +15.7% |
| 3M | +49.5% | -0.3% | +49.7% | +49.0% |
| 6M | +83.5% | +0.1% | +83.5% | +81.0% |
| YTD | +144.1% | +53.4% | +90.7% | +88.1% |
| 1Y | +119.6% | +25.6% | +93.9% | +87.8% |
| 3Y | +168.1% | -21.3% | +189.4% | +200.3% |
| 5Y | +671.3% | -2.4% | +673.8% | +632.8% |
| All | +671.3% | -1.9% | +673.2% | +632.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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