+1,865.4%
MPWR vs USO
+87.7%
+1,777.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.4% | -2.5% |
| 7D | +27.9% | -1.4% | +29.4% | +28.0% |
| 30D | +9.7% | -4.6% | +14.3% | +10.0% |
| 3M | +1.7% | +14.7% | -13.0% | -1.0% |
| 6M | -9.2% | +1.2% | -10.5% | -10.5% |
| YTD | +60.5% | +111.2% | -50.7% | +36.5% |
| 1Y | +52.0% | +109.3% | -57.3% | +29.4% |
| 3Y | +193.1% | +103.5% | +89.7% | +148.0% |
| 5Y | +167.3% | +160.9% | +6.3% | +107.1% |
| All | +1,865.4% | +87.7% | +1,777.8% | +1,633.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 10y: compounded portfolio wealth divided by compounded USO 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…
10y analysis · Full analysis span regression · 6 months rolling