+52.6%
XOM vs MGY
+8.9%
+43.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.2% | +0.6% | -1.7% |
| 7D | -7.0% | -12.1% | +5.1% | -0.1% |
| 30D | +3.2% | -2.6% | +5.8% | +4.8% |
| 3M | +10.7% | -4.2% | +14.9% | +12.8% |
| 6M | +11.6% | -23.9% | +35.5% | +30.5% |
| YTD | +43.5% | +8.8% | +34.7% | +35.6% |
| 1Y | +52.6% | +9.5% | +43.1% | +43.1% |
| All | +52.6% | +8.9% | +43.7% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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