+211.6%
XOM vs MPWR
+155.3%
+56.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +0.6% |
| 7D | +2.8% | +16.8% | -14.0% | +2.2% |
| 30D | -3.6% | +11.9% | -15.5% | -4.1% |
| 3M | +8.2% | +2.2% | +6.0% | +8.0% |
| 6M | +14.0% | -15.5% | +29.5% | +14.5% |
| YTD | +44.6% | +54.2% | -9.6% | +39.2% |
| 1Y | +47.8% | +51.5% | -3.7% | +42.4% |
| 3Y | +79.6% | +180.2% | -100.6% | +60.5% |
| All | +211.6% | +155.3% | +56.3% | +174.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling