+43.2%
XOM vs MPC
+104.9%
-61.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -7.3% | -8.8% | +1.5% | -3.8% |
| 30D | -2.6% | -14.4% | +11.7% | +3.5% |
| 3M | +3.6% | +21.9% | -18.4% | -5.2% |
| 6M | +15.3% | +60.1% | -44.9% | -6.9% |
| YTD | +39.4% | +142.3% | -102.9% | -4.5% |
| 1Y | +43.2% | +101.7% | -58.5% | +4.4% |
| All | +43.2% | +104.9% | -61.7% | +4.4% |
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