+252.4%
XLI vs MPC
+1,138.6%
-886.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.1% |
| 7D | +1.0% | +3.9% | -2.9% | -0.1% |
| 30D | -5.8% | +33.8% | -39.6% | -13.4% |
| 3M | +0.7% | +49.9% | -49.1% | -10.8% |
| 6M | +3.2% | +80.9% | -77.8% | -14.3% |
| YTD | +13.0% | +147.4% | -134.4% | -14.9% |
| 1Y | +16.8% | +123.2% | -106.4% | -9.7% |
| 3Y | +72.4% | +171.7% | -99.3% | +22.1% |
| 5Y | +82.8% | +678.6% | -595.8% | -10.3% |
| 10Y | +252.4% | +1,134.0% | -881.6% | +35.8% |
| All | +252.4% | +1,138.6% | -886.2% | +35.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling