+17,540.7%
MPWR vs OXY
+262.8%
+17,277.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.6% | +8.3% | +8.7% |
| 7D | +17.3% | -0.2% | +17.4% | +17.3% |
| 30D | +12.1% | -6.4% | +18.5% | +14.1% |
| 3M | +5.6% | -2.6% | +8.3% | +5.8% |
| 6M | -10.7% | +4.8% | -15.5% | -13.3% |
| YTD | +64.0% | +41.2% | +22.8% | +42.5% |
| 1Y | +55.9% | +39.5% | +16.4% | +35.6% |
| 3Y | +199.5% | -0.8% | +200.3% | +187.4% |
| 5Y | +176.6% | +91.6% | +85.0% | +106.1% |
| 10Y | +1,921.6% | +15.7% | +1,905.9% | +1,318.9% |
| All | +17,540.7% | +262.8% | +17,277.9% | +11,157.7% |
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