+3,106.3%
MPC vs SU
+188.5%
+2,917.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.4% |
| 7D | -8.8% | -10.2% | +1.4% | -2.2% |
| 30D | -14.4% | -6.2% | -8.2% | -10.6% |
| 3M | +21.9% | +8.7% | +13.3% | +15.6% |
| 6M | +60.1% | +7.2% | +52.9% | +52.6% |
| YTD | +142.3% | +55.9% | +86.4% | +81.3% |
| 1Y | +101.7% | +60.4% | +41.3% | +48.1% |
| 3Y | +184.8% | +125.2% | +59.6% | +66.5% |
| 5Y | +564.6% | +216.7% | +347.9% | +201.5% |
| 10Y | +1,098.3% | +223.9% | +874.4% | +398.5% |
| All | +3,106.3% | +188.5% | +2,917.8% | +1,246.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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