+642.2%
MPC vs WMB
+275.1%
+367.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +5.4% | +0.6% | +4.9% | +5.1% |
| 30D | +31.0% | +3.3% | +27.7% | +28.2% |
| 3M | +46.0% | +3.1% | +42.9% | +42.2% |
| 6M | +77.3% | -0.7% | +78.0% | +76.8% |
| YTD | +141.9% | +25.2% | +116.7% | +107.1% |
| 1Y | +120.9% | +32.9% | +88.1% | +80.6% |
| 3Y | +182.7% | +140.6% | +42.1% | +39.0% |
| All | +642.2% | +275.1% | +367.1% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 5y: compounded portfolio wealth divided by compounded WMB 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…
5y analysis · Full analysis span regression · 6 months rolling