+5,786.7%
MPWR vs COPX
+186.2%
+5,600.4%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.2% |
| 7D | -2.6% | -4.0% | +1.4% | -0.4% |
| 30D | -9.0% | +4.5% | -13.6% | -11.4% |
| 3M | -25.8% | +0.8% | -26.7% | -26.2% |
| 6M | +11.8% | +3.2% | +8.6% | +8.8% |
| YTD | +35.5% | +26.7% | +8.8% | +16.8% |
| 1Y | +45.3% | +85.7% | -40.4% | +1.4% |
| 3Y | +138.5% | +151.2% | -12.7% | +40.6% |
| 5Y | +152.8% | +170.0% | -17.2% | +41.8% |
| 10Y | +1,616.6% | +572.9% | +1,043.7% | +481.9% |
| All | +5,786.7% | +186.2% | +5,600.4% | +2,696.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling