+2,968.0%
MPC vs SPXU
-100.0%
+3,068.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.5% |
| 7D | -16.2% | +7.6% | -23.7% | -13.5% |
| 30D | -15.7% | +17.5% | -33.2% | -9.8% |
| 3M | +24.9% | +14.7% | +10.2% | +32.4% |
| 6M | +52.7% | -0.1% | +52.7% | +53.5% |
| YTD | +131.9% | -19.8% | +151.7% | +113.7% |
| 1Y | +96.6% | -23.7% | +120.4% | +78.1% |
| 3Y | +163.8% | -79.5% | +243.3% | +51.8% |
| 5Y | +533.1% | -81.9% | +615.0% | +308.8% |
| 10Y | +1,118.6% | -99.5% | +1,218.2% | +150.7% |
| All | +2,968.0% | -100.0% | +3,068.0% | +172.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling