+123.2%
MPC vs SPXU
-38.3%
+161.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +2.2% |
| 7D | +3.9% | -1.5% | +5.3% | +3.9% |
| 30D | +33.8% | +3.7% | +30.0% | +33.5% |
| 3M | +49.9% | -9.6% | +59.4% | +50.2% |
| 6M | +80.9% | -32.4% | +113.3% | +82.5% |
| YTD | +147.4% | -28.7% | +176.1% | +151.6% |
| 1Y | +123.2% | -38.2% | +161.4% | +136.0% |
| All | +123.2% | -38.3% | +161.5% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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