+1,134.0%
MPC vs MKC
+26.1%
+1,107.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +3.9% | -4.3% | +8.2% | +5.0% |
| 30D | +33.8% | -2.0% | +35.8% | +34.4% |
| 3M | +49.9% | +10.0% | +39.9% | +46.0% |
| 6M | +80.9% | -18.5% | +99.5% | +89.5% |
| YTD | +147.4% | -22.4% | +169.8% | +161.5% |
| 1Y | +123.2% | -23.6% | +146.8% | +136.4% |
| 3Y | +171.7% | -30.4% | +202.2% | +192.5% |
| 5Y | +678.6% | -34.2% | +712.8% | +732.7% |
| 10Y | +1,134.0% | +26.8% | +1,107.2% | +1,012.7% |
| All | +1,134.0% | +26.1% | +1,107.9% | +1,012.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling