+1,098.3%
MPC vs RIG
-49.1%
+1,147.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -8.8% | -12.2% | +3.4% | -5.8% |
| 30D | -14.4% | -6.0% | -8.4% | -13.2% |
| 3M | +21.9% | -9.4% | +31.4% | +24.4% |
| 6M | +60.1% | -19.1% | +79.2% | +67.5% |
| YTD | +142.3% | +25.4% | +116.9% | +124.5% |
| 1Y | +101.7% | +23.3% | +78.4% | +87.4% |
| 3Y | +184.8% | -22.1% | +206.9% | +180.6% |
| 5Y | +564.6% | +50.1% | +514.5% | +412.4% |
| 10Y | +1,098.3% | -50.7% | +1,149.0% | +760.3% |
| All | +1,098.3% | -49.1% | +1,147.4% | +760.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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