+3,101.0%
MPC vs WCC
+588.2%
+2,512.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | -1.3% |
| 7D | +5.4% | +4.5% | +1.0% | +3.5% |
| 30D | +31.0% | -5.8% | +36.8% | +33.6% |
| 3M | +46.0% | -3.7% | +49.7% | +45.7% |
| 6M | +77.3% | +23.1% | +54.3% | +55.9% |
| YTD | +141.9% | +44.2% | +97.8% | +97.8% |
| 1Y | +120.9% | +62.1% | +58.8% | +69.7% |
| 3Y | +182.7% | +121.1% | +61.6% | +71.8% |
| 5Y | +646.4% | +214.0% | +432.5% | +246.4% |
| 10Y | +1,138.7% | +472.8% | +665.9% | +251.7% |
| All | +3,101.0% | +588.2% | +2,512.8% | +615.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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