+58.1%
MP vs XOP
+156.6%
-98.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.9% |
| 7D | -2.9% | +2.6% | -5.4% | -4.4% |
| 30D | +13.8% | +15.4% | -1.6% | +4.2% |
| 3M | -16.7% | +12.1% | -28.8% | -23.1% |
| 6M | -11.5% | +19.7% | -31.2% | -23.8% |
| YTD | +7.9% | +52.4% | -44.5% | -21.7% |
| 1Y | -15.0% | +47.6% | -62.6% | -37.6% |
| 3Y | +153.5% | +34.4% | +119.1% | +95.5% |
| All | +58.1% | +156.6% | -98.5% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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