+1,786.5%
MPWR vs XOP
+47.9%
+1,738.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.2% | +16.4% | +16.5% |
| 7D | +11.6% | -10.0% | +21.6% | +16.0% |
| 30D | +0.1% | -9.1% | +9.2% | +3.4% |
| 3M | -0.8% | +5.1% | -5.9% | -3.3% |
| 6M | -13.0% | +6.4% | -19.4% | -16.1% |
| YTD | +53.9% | +39.7% | +14.2% | +32.0% |
| 1Y | +45.8% | +37.2% | +8.6% | +25.6% |
| 3Y | +194.3% | +37.6% | +156.6% | +152.8% |
| 5Y | +160.1% | +76.5% | +83.7% | +102.5% |
| 10Y | +1,786.5% | +42.6% | +1,743.9% | +1,244.4% |
| All | +1,786.5% | +47.9% | +1,738.6% | +1,244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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