+52.6%
XOM vs MP
-35.7%
+88.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.1% | +0.5% | -4.8% |
| 7D | -7.0% | -12.5% | +5.5% | -7.5% |
| 30D | +3.2% | -23.3% | +26.5% | +2.3% |
| 3M | +10.7% | -24.4% | +35.0% | +9.6% |
| 6M | +11.6% | -45.8% | +57.4% | +10.6% |
| YTD | +43.5% | -28.9% | +72.4% | +41.7% |
| 1Y | +52.6% | -34.6% | +87.2% | +50.6% |
| All | +52.6% | -35.7% | +88.3% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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