+14,479.0%
MPWR vs OXY
+278.8%
+14,200.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.1% |
| 7D | -2.6% | +1.6% | -4.2% | -3.1% |
| 30D | -9.0% | +11.6% | -20.6% | -12.2% |
| 3M | -25.8% | +2.8% | -28.6% | -26.9% |
| 6M | +11.8% | +13.0% | -1.3% | +5.4% |
| YTD | +35.5% | +47.4% | -11.9% | +16.9% |
| 1Y | +45.3% | +31.5% | +13.8% | +29.3% |
| 3Y | +138.5% | -1.9% | +140.4% | +130.4% |
| 5Y | +152.8% | +148.0% | +4.8% | +73.3% |
| 10Y | +1,616.6% | +2.3% | +1,614.3% | +1,185.6% |
| All | +14,479.0% | +278.8% | +14,200.2% | +9,138.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling