+1,959.9%
ORLY vs MPC
+2,977.1%
-1,017.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -0.7% | +5.4% | -6.1% | -1.7% |
| 30D | -5.9% | +31.0% | -36.9% | -10.6% |
| 3M | -0.6% | +46.0% | -46.6% | -7.7% |
| 6M | -6.8% | +77.3% | -84.1% | -16.9% |
| YTD | -3.6% | +141.9% | -145.5% | -19.3% |
| 1Y | -16.3% | +120.9% | -137.2% | -28.9% |
| 3Y | +39.1% | +182.7% | -143.5% | +10.2% |
| 5Y | +125.4% | +646.4% | -521.0% | +41.9% |
| 10Y | +366.5% | +1,138.7% | -772.2% | +137.5% |
| All | +1,959.9% | +2,977.1% | -1,017.2% | +727.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling