+156.8%
MPWR vs USO
+198.8%
-41.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.6% |
| 7D | -0.6% | +3.6% | -4.2% | -0.8% |
| 30D | -13.1% | +23.8% | -36.8% | -13.9% |
| 3M | -21.7% | +8.1% | -29.8% | -22.1% |
| 6M | +19.5% | +34.3% | -14.7% | +16.1% |
| YTD | +34.9% | +111.1% | -76.2% | +23.7% |
| 1Y | +42.0% | +99.9% | -58.0% | +31.0% |
| 3Y | +148.8% | +86.5% | +62.3% | +127.6% |
| 5Y | +156.8% | +200.5% | -43.7% | +115.3% |
| All | +156.8% | +198.8% | -41.9% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling