+47.8%
XOM vs MPC
+113.7%
-66.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.3% |
| 7D | +2.8% | +11.2% | -8.4% | -1.6% |
| 30D | -3.6% | -14.5% | +10.9% | +2.4% |
| 3M | +8.2% | +16.7% | -8.4% | +1.1% |
| 6M | +14.0% | +67.6% | -53.5% | -9.5% |
| YTD | +44.6% | +157.9% | -113.3% | -3.2% |
| 1Y | +47.8% | +116.7% | -68.9% | +4.6% |
| All | +47.8% | +113.7% | -66.0% | +4.6% |
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