+1,079.5%
MPC vs XOP
+48.6%
+1,030.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -16.2% | -14.7% | -1.5% | -6.1% |
| 30D | -15.7% | -7.7% | -8.0% | -10.6% |
| 3M | +24.9% | +4.4% | +20.5% | +21.7% |
| 6M | +52.7% | +3.5% | +49.1% | +49.7% |
| YTD | +131.9% | +39.4% | +92.4% | +85.0% |
| 1Y | +96.6% | +39.8% | +56.9% | +56.6% |
| 3Y | +163.8% | +29.7% | +134.1% | +121.2% |
| 5Y | +533.1% | +78.6% | +454.5% | +315.4% |
| All | +1,079.5% | +48.6% | +1,030.9% | +604.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling