+101.9%
MPC vs PSX
+89.2%
+12.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.0% | +1.6% | +1.7% |
| 7D | -9.4% | -8.0% | -1.4% | -1.5% |
| 30D | -14.3% | -9.0% | -5.3% | -5.8% |
| 3M | +31.1% | +24.7% | +6.4% | +7.0% |
| 6M | +60.3% | +49.3% | +10.9% | +10.8% |
| YTD | +142.5% | +100.2% | +42.3% | +32.2% |
| All | +101.9% | +89.2% | +12.6% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling