+155.2%
MPWR vs XOP
+156.6%
-1.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.2% |
| 7D | -2.6% | +2.6% | -5.1% | -3.7% |
| 30D | -9.0% | +15.4% | -24.5% | -14.8% |
| 3M | -25.8% | +12.1% | -37.9% | -29.9% |
| 6M | +11.8% | +19.7% | -7.9% | +0.4% |
| YTD | +35.5% | +52.4% | -16.9% | +7.2% |
| 1Y | +45.3% | +47.6% | -2.2% | +16.2% |
| 3Y | +138.5% | +34.4% | +104.1% | +94.9% |
| All | +155.2% | +156.6% | -1.4% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling