+1,135.3%
MPC vs XOP
+49.8%
+1,085.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.6% |
| 7D | +2.6% | +0.5% | +2.1% | +2.3% |
| 30D | -12.2% | -7.3% | -4.9% | -7.2% |
| 3M | +20.1% | +1.4% | +18.7% | +19.3% |
| 6M | +60.6% | +7.8% | +52.8% | +53.1% |
| YTD | +150.6% | +44.5% | +106.1% | +95.0% |
| 1Y | +104.7% | +37.0% | +67.6% | +65.2% |
| 3Y | +194.5% | +40.8% | +153.7% | +133.4% |
| 5Y | +582.3% | +88.7% | +493.6% | +331.4% |
| 10Y | +1,135.3% | +49.9% | +1,085.4% | +627.2% |
| All | +1,135.3% | +49.8% | +1,085.5% | +627.2% |
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