+125.2%
MPWR vs XOP
+76.5%
+48.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.3% |
| 7D | -1.7% | -14.7% | +13.0% | +5.2% |
| 30D | -16.5% | -7.7% | -8.8% | -13.9% |
| 3M | -12.3% | +4.4% | -16.7% | -14.9% |
| 6M | -27.7% | +3.5% | -31.3% | -30.2% |
| YTD | +32.0% | +39.4% | -7.4% | +6.7% |
| 1Y | +25.1% | +39.8% | -14.7% | +0.5% |
| 3Y | +146.5% | +29.7% | +116.8% | +101.7% |
| All | +125.2% | +76.5% | +48.7% | +63.6% |
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 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