+180.2%
MPWR vs XOP
+43.8%
+136.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.9% | -4.3% |
| 7D | +16.8% | +6.3% | +10.5% | +13.8% |
| 30D | +11.9% | -6.6% | +18.5% | +14.7% |
| 3M | +2.2% | +3.6% | -1.3% | -0.4% |
| 6M | -15.5% | +10.8% | -26.2% | -20.8% |
| YTD | +54.2% | +48.3% | +5.9% | +15.1% |
| 1Y | +51.5% | +42.9% | +8.5% | +15.5% |
| 3Y | +180.2% | +43.3% | +136.9% | +104.2% |
| All | +180.2% | +43.8% | +136.4% | +104.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling