+379.0%
XOM vs MP
+291.5%
+87.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.3% |
| 7D | +2.8% | +9.5% | -6.6% | +2.2% |
| 30D | -3.6% | -3.0% | -0.6% | -3.5% |
| 3M | +8.2% | -30.4% | +38.6% | +10.5% |
| 6M | +14.0% | -39.2% | +53.2% | +17.0% |
| YTD | +44.6% | -23.3% | +67.9% | +44.5% |
| 1Y | +47.8% | -32.6% | +80.4% | +48.8% |
| 3Y | +79.6% | +159.3% | -79.7% | +49.1% |
| 5Y | +214.3% | -16.4% | +230.7% | +185.4% |
| All | +379.0% | +291.5% | +87.5% | +255.4% |
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