+52.6%
XOM vs MPC
+122.9%
-70.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -8.1% | +3.5% | -1.3% |
| 7D | -7.0% | -10.9% | +3.9% | -2.5% |
| 30D | +3.2% | -9.4% | +12.6% | +7.2% |
| 3M | +10.7% | +26.0% | -15.3% | -0.2% |
| 6M | +11.6% | +56.5% | -44.9% | -8.7% |
| YTD | +43.5% | +144.3% | -100.8% | -1.2% |
| 1Y | +52.6% | +117.2% | -64.6% | +9.2% |
| All | +52.6% | +122.9% | -70.3% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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