+1,120.0%
MPC vs O
+52.9%
+1,067.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.8% |
| 7D | +5.4% | -0.7% | +6.2% | +5.9% |
| 30D | +31.0% | -1.9% | +32.9% | +32.3% |
| 3M | +46.0% | +3.8% | +42.2% | +42.4% |
| 6M | +77.3% | -4.7% | +82.1% | +81.0% |
| YTD | +141.9% | +12.5% | +129.4% | +123.9% |
| 1Y | +120.9% | +10.8% | +110.1% | +106.3% |
| 3Y | +182.7% | +28.8% | +153.9% | +134.8% |
| 5Y | +646.4% | +13.2% | +633.2% | +558.8% |
| All | +1,120.0% | +52.9% | +1,067.1% | +877.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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