+43.1%
MPWR vs XOP
+36.1%
+7.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.2% | +16.4% | +16.6% |
| 7D | +11.6% | -10.0% | +21.6% | +9.2% |
| 30D | +0.1% | -9.1% | +9.2% | -1.6% |
| 3M | -0.8% | +5.1% | -5.9% | +0.6% |
| 6M | -13.0% | +6.4% | -19.4% | -10.8% |
| YTD | +53.9% | +39.7% | +14.2% | +52.9% |
| All | +43.1% | +36.1% | +7.0% | +42.6% |
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