+44.4%
XOM vs MP
-42.5%
+86.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.9% | -4.6% | +0.6% |
| 7D | -11.4% | -10.5% | -0.9% | -11.9% |
| 30D | +1.1% | -23.5% | +24.6% | 0.0% |
| 3M | +7.8% | -25.4% | +33.3% | +6.5% |
| 6M | +13.0% | -51.3% | +64.3% | +11.3% |
| YTD | +40.6% | -29.9% | +70.5% | +39.5% |
| All | +44.4% | -42.5% | +86.8% | +41.8% |
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