+52.3%
XOM vs MCHP
+17.6%
+34.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.8% |
| 7D | +4.1% | 0.0% | +4.0% | +4.1% |
| 30D | +4.6% | -6.0% | +10.6% | +4.1% |
| 3M | +14.0% | -19.7% | +33.6% | +12.4% |
| 6M | +11.0% | +14.0% | -3.1% | +10.8% |
| YTD | +40.7% | +18.4% | +22.3% | +40.6% |
| 1Y | +52.3% | +17.1% | +35.2% | +53.0% |
| All | +52.3% | +17.6% | +34.7% | +53.0% |
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