+1,134.0%
MPC vs RJF
+428.9%
+705.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.9% |
| 7D | +3.9% | +1.8% | +2.1% | +2.6% |
| 30D | +33.8% | 0.0% | +33.8% | +33.6% |
| 3M | +49.9% | +18.0% | +31.9% | +33.3% |
| 6M | +80.9% | +17.0% | +64.0% | +60.3% |
| YTD | +147.4% | +11.1% | +136.3% | +125.4% |
| 1Y | +123.2% | +8.0% | +115.2% | +106.5% |
| 3Y | +171.7% | +73.3% | +98.4% | +72.7% |
| 5Y | +678.6% | +107.4% | +571.1% | +306.3% |
| 10Y | +1,134.0% | +428.5% | +705.5% | +237.7% |
| All | +1,134.0% | +428.9% | +705.2% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling