+3,109.1%
MPC vs MKC
+162.3%
+2,946.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.9% |
| 7D | -9.4% | -1.9% | -7.5% | -9.1% |
| 30D | -14.3% | +8.0% | -22.3% | -16.8% |
| 3M | +31.1% | -8.6% | +39.7% | +34.1% |
| 6M | +60.3% | +1.1% | +59.2% | +57.9% |
| YTD | +142.5% | -27.7% | +170.2% | +165.0% |
| 1Y | +104.6% | -23.7% | +128.3% | +118.9% |
| 3Y | +191.7% | -19.4% | +211.1% | +198.3% |
| 5Y | +549.2% | -33.3% | +582.6% | +588.3% |
| 10Y | +1,106.2% | +24.0% | +1,082.2% | +766.6% |
| All | +3,109.1% | +162.3% | +2,946.7% | +881.4% |
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