+180.6%
MPC vs XOP
+33.7%
+146.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.0% |
| 7D | +5.4% | +2.6% | +2.9% | +3.2% |
| 30D | +31.0% | +15.4% | +15.5% | +16.1% |
| 3M | +46.0% | +12.1% | +34.0% | +32.5% |
| 6M | +77.3% | +19.7% | +57.6% | +52.5% |
| YTD | +141.9% | +52.4% | +89.5% | +70.4% |
| 1Y | +120.9% | +47.6% | +73.4% | +59.3% |
| All | +180.6% | +33.7% | +146.9% | +115.8% |
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