+117.2%
MPC vs XOP
+45.9%
+71.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.4% | -1.7% | -2.3% |
| 7D | -10.9% | -10.5% | -0.4% | -1.4% |
| 30D | -9.4% | -4.3% | -5.1% | -5.4% |
| 3M | +26.0% | +4.7% | +21.3% | +21.4% |
| 6M | +56.5% | -0.1% | +56.6% | +56.6% |
| YTD | +144.3% | +43.8% | +100.4% | +83.4% |
| 1Y | +117.2% | +45.3% | +72.0% | +61.7% |
| All | +117.2% | +45.9% | +71.4% | +61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling