+104.7%
MPC vs XOP
+39.3%
+65.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.0% |
| 7D | +2.6% | +0.5% | +2.1% | +2.2% |
| 30D | -12.2% | -7.3% | -4.9% | -5.7% |
| 3M | +20.1% | +1.4% | +18.7% | +18.9% |
| 6M | +60.6% | +7.8% | +52.8% | +50.5% |
| YTD | +150.6% | +44.5% | +106.1% | +87.5% |
| 1Y | +104.7% | +37.0% | +67.6% | +60.4% |
| All | +104.7% | +39.3% | +65.3% | +60.4% |
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