+156.8%
MPWR vs OXY
+150.1%
+6.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.7% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | -13.1% | +8.5% | -21.5% | -14.9% |
| 3M | -21.7% | +6.0% | -27.7% | -23.1% |
| 6M | +19.5% | +13.0% | +6.5% | +13.6% |
| YTD | +34.9% | +48.9% | -14.0% | +17.4% |
| 1Y | +42.0% | +36.4% | +5.6% | +26.2% |
| 3Y | +148.8% | -2.3% | +151.1% | +135.3% |
| 5Y | +156.8% | +160.6% | -3.8% | +125.6% |
| All | +156.8% | +150.1% | +6.7% | +125.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 5y: compounded portfolio wealth divided by compounded OXY 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…
5y analysis · Full analysis span regression · 6 months rolling