+171.7%
MPC vs MKC
-29.9%
+201.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | +3.9% | -4.3% | +8.2% | +4.3% |
| 30D | +33.8% | -2.0% | +35.8% | +34.0% |
| 3M | +49.9% | +10.0% | +39.9% | +48.6% |
| 6M | +80.9% | -18.5% | +99.5% | +84.7% |
| YTD | +147.4% | -22.4% | +169.8% | +153.3% |
| 1Y | +123.2% | -23.6% | +146.8% | +129.1% |
| 3Y | +171.7% | -30.4% | +202.2% | +180.8% |
| All | +171.7% | -29.9% | +201.6% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MKC 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling