+191.3%
XOM vs MPC
+1,153.9%
-962.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.0% |
| 7D | 0.0% | +3.2% | -3.2% | -1.5% |
| 30D | +3.4% | +25.0% | -21.6% | -7.3% |
| 3M | +11.0% | +55.2% | -44.2% | -10.9% |
| 6M | +10.6% | +86.4% | -75.8% | -19.0% |
| YTD | +39.2% | +148.5% | -109.3% | -11.8% |
| 1Y | +52.7% | +121.7% | -69.0% | +1.8% |
| 3Y | +56.8% | +172.9% | -116.1% | -8.8% |
| 5Y | +261.8% | +679.9% | -418.1% | +25.6% |
| 10Y | +191.3% | +1,174.7% | -983.4% | -21.2% |
| All | +191.3% | +1,153.9% | -962.6% | -21.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling