+2,968.0%
MPC vs MKC
+165.2%
+2,802.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | -0.2% |
| 7D | -16.2% | +2.3% | -18.5% | -17.0% |
| 30D | -15.7% | +8.1% | -23.8% | -18.1% |
| 3M | +24.9% | -6.4% | +31.3% | +26.8% |
| 6M | +52.7% | +1.8% | +50.9% | +50.1% |
| YTD | +131.9% | -26.9% | +158.7% | +152.5% |
| 1Y | +96.6% | -21.7% | +118.3% | +108.5% |
| 3Y | +163.8% | -18.7% | +182.5% | +169.1% |
| 5Y | +533.1% | -32.8% | +565.9% | +570.2% |
| 10Y | +1,118.6% | +27.0% | +1,091.7% | +764.5% |
| All | +2,968.0% | +165.2% | +2,802.8% | +835.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling