+364.1%
ORLY vs MPC
+1,153.9%
-789.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -1.0% | +3.2% | -4.2% | -1.6% |
| 30D | -6.7% | +25.0% | -31.7% | -10.5% |
| 3M | -3.8% | +55.2% | -59.0% | -11.6% |
| 6M | -9.0% | +86.4% | -95.4% | -19.6% |
| YTD | -5.6% | +148.5% | -154.1% | -21.4% |
| 1Y | -19.5% | +121.7% | -141.2% | -31.6% |
| 3Y | +34.7% | +172.9% | -138.1% | +7.3% |
| 5Y | +118.0% | +679.9% | -561.9% | +33.4% |
| 10Y | +364.1% | +1,174.7% | -810.6% | +121.7% |
| All | +364.1% | +1,153.9% | -789.8% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 10y: compounded portfolio wealth divided by compounded MPC 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…
10y analysis · Full analysis span regression · 6 months rolling