+46.0%
XOM vs MCHP
+18.9%
+27.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.6% |
| 7D | +1.8% | +1.7% | +0.1% | +1.9% |
| 30D | +5.9% | -4.1% | +9.9% | +5.6% |
| 3M | +5.6% | -22.5% | +28.1% | +4.0% |
| 6M | +7.9% | +7.3% | +0.6% | +7.9% |
| YTD | +35.2% | +18.4% | +16.8% | +35.4% |
| 1Y | +46.0% | +18.1% | +27.9% | +47.2% |
| All | +46.0% | +18.9% | +27.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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