+1,106.2%
MPC vs PSX
+363.6%
+742.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.0% | +1.6% | +1.8% |
| 7D | -9.4% | -8.0% | -1.4% | -1.9% |
| 30D | -14.3% | -9.0% | -5.3% | -6.2% |
| 3M | +31.1% | +24.7% | +6.4% | +7.2% |
| 6M | +60.3% | +49.3% | +10.9% | +11.0% |
| YTD | +142.5% | +100.2% | +42.3% | +28.0% |
| 1Y | +104.6% | +88.8% | +15.7% | +13.7% |
| 3Y | +191.7% | +152.5% | +39.2% | +21.4% |
| 5Y | +549.2% | +283.2% | +266.0% | +74.3% |
| 10Y | +1,106.2% | +345.8% | +760.4% | +166.7% |
| All | +1,106.2% | +363.6% | +742.7% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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