+671.3%
MPC vs OSCR
+89.4%
+581.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.3% | -1.9% |
| 7D | +1.2% | +1.1% | +0.2% | +1.2% |
| 30D | +17.0% | +16.5% | +0.5% | +16.1% |
| 3M | +49.5% | +17.0% | +32.5% | +48.1% |
| 6M | +83.5% | +145.0% | -61.4% | +75.1% |
| YTD | +144.1% | +126.7% | +17.4% | +133.5% |
| 1Y | +119.6% | +67.2% | +52.3% | +112.1% |
| 3Y | +168.1% | +405.1% | -237.0% | +132.7% |
| 5Y | +671.3% | +86.2% | +585.2% | +549.6% |
| All | +671.3% | +89.4% | +581.9% | +549.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 5y: compounded portfolio wealth divided by compounded OSCR 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…
5y analysis · Full analysis span regression · 6 months rolling