+52.0%
MPWR vs COPX
+16.7%
+35.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | 0.0% |
| 7D | +27.9% | +1.1% | +26.8% | +27.6% |
| 30D | +9.7% | -15.9% | +25.6% | +22.7% |
| 3M | +1.7% | -19.6% | +21.3% | +16.6% |
| 6M | -9.2% | -21.5% | +12.3% | +4.4% |
| YTD | +60.5% | -0.8% | +61.2% | +57.9% |
| 1Y | +52.0% | +15.2% | +36.9% | +33.7% |
| All | +52.0% | +16.7% | +35.4% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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