+11,803.5%
MPWR vs XOP
+67.4%
+11,736.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.3% |
| 7D | -1.7% | -14.7% | +13.0% | +4.9% |
| 30D | -16.5% | -7.7% | -8.8% | -13.9% |
| 3M | -12.3% | +4.4% | -16.7% | -14.6% |
| 6M | -27.7% | +3.5% | -31.3% | -29.9% |
| YTD | +32.0% | +39.4% | -7.4% | +11.1% |
| 1Y | +25.1% | +39.8% | -14.7% | +4.8% |
| 3Y | +146.5% | +29.7% | +116.8% | +113.1% |
| 5Y | +126.0% | +78.6% | +47.5% | +66.1% |
| 10Y | +1,582.7% | +51.8% | +1,530.9% | +1,007.6% |
| All | +11,803.5% | +67.4% | +11,736.1% | +5,897.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling