+376.7%
XOM vs MP
+278.3%
+98.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.1% | +1.7% |
| 7D | +2.7% | +11.0% | -8.3% | +2.0% |
| 30D | -2.5% | -11.7% | +9.3% | -1.8% |
| 3M | +7.0% | -30.8% | +37.8% | +9.2% |
| 6M | +14.2% | -42.9% | +57.1% | +17.7% |
| YTD | +43.9% | -25.9% | +69.8% | +44.1% |
| 1Y | +47.9% | -37.3% | +85.2% | +49.7% |
| 3Y | +80.6% | +150.7% | -70.1% | +50.3% |
| 5Y | +212.8% | -19.3% | +232.1% | +184.7% |
| All | +376.7% | +278.3% | +98.4% | +254.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling