+163.8%
MPC vs XOP
+25.8%
+138.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -16.2% | -14.7% | -1.5% | -3.6% |
| 30D | -15.7% | -7.7% | -8.0% | -9.4% |
| 3M | +24.9% | +4.4% | +20.5% | +20.8% |
| 6M | +52.7% | +3.5% | +49.1% | +48.6% |
| YTD | +131.9% | +39.4% | +92.4% | +75.7% |
| 1Y | +96.6% | +39.8% | +56.9% | +48.6% |
| 3Y | +163.8% | +29.7% | +134.1% | +118.9% |
| All | +163.8% | +25.8% | +138.0% | +118.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling