+177.9%
XOM vs MPWR
+1,632.4%
-1,454.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +0.8% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | +5.7% | -13.1% | +18.7% | +7.4% |
| 3M | +6.6% | -21.7% | +28.3% | +9.0% |
| 6M | +7.7% | +19.5% | -11.8% | +2.9% |
| YTD | +36.2% | +34.9% | +1.3% | +27.4% |
| 1Y | +50.5% | +42.0% | +8.5% | +38.9% |
| 3Y | +53.4% | +148.8% | -95.4% | +21.3% |
| 5Y | +254.2% | +156.8% | +97.4% | +161.4% |
| 10Y | +177.9% | +1,650.0% | -1,472.1% | +11.1% |
| All | +177.9% | +1,632.4% | -1,454.5% | +11.1% |
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