+1,174.7%
MPC vs VALE
+493.0%
+681.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | +3.2% | -1.8% | +5.1% | +4.0% |
| 30D | +25.0% | +6.7% | +18.4% | +21.6% |
| 3M | +55.2% | +4.9% | +50.3% | +51.2% |
| 6M | +86.4% | +3.6% | +82.8% | +80.3% |
| YTD | +148.5% | +21.9% | +126.6% | +122.7% |
| 1Y | +121.7% | +61.6% | +60.1% | +75.9% |
| 3Y | +172.9% | +52.1% | +120.7% | +115.9% |
| 5Y | +679.9% | +43.2% | +636.7% | +499.5% |
| 10Y | +1,174.7% | +521.5% | +653.2% | +431.5% |
| All | +1,174.7% | +493.0% | +681.8% | +431.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VALE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling