+205.4%
XOM vs MPWR
+1,791.1%
-1,585.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +0.9% |
| 7D | +2.8% | +16.8% | -14.0% | +0.8% |
| 30D | -3.6% | +11.9% | -15.5% | -5.3% |
| 3M | +8.2% | +2.2% | +6.0% | +7.2% |
| 6M | +14.0% | -15.5% | +29.5% | +14.6% |
| YTD | +44.6% | +54.2% | -9.6% | +32.3% |
| 1Y | +47.8% | +51.5% | -3.7% | +35.3% |
| 3Y | +79.6% | +180.2% | -100.6% | +39.9% |
| 5Y | +214.3% | +156.8% | +57.5% | +136.0% |
| All | +205.4% | +1,791.1% | -1,585.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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