+42.0%
MPWR vs XOP
+52.0%
-10.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.3% |
| 7D | -0.6% | +0.6% | -1.2% | -0.6% |
| 30D | -13.1% | +16.5% | -29.6% | -12.0% |
| 3M | -21.7% | +15.7% | -37.5% | -20.2% |
| 6M | +19.5% | +19.2% | +0.3% | +18.4% |
| YTD | +34.9% | +55.0% | -20.0% | +24.1% |
| 1Y | +42.0% | +54.2% | -12.2% | +31.6% |
| All | +42.0% | +52.0% | -10.0% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling