+200.7%
XOM vs MPWR
+124.2%
+76.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.2% | -4.9% | +0.1% |
| 7D | -11.4% | -1.7% | -9.7% | -11.4% |
| 30D | +1.1% | -16.5% | +17.6% | +1.7% |
| 3M | +7.8% | -12.3% | +20.1% | +8.2% |
| 6M | +13.0% | -27.7% | +40.8% | +14.2% |
| YTD | +40.6% | +32.0% | +8.6% | +36.2% |
| 1Y | +49.1% | +25.1% | +24.0% | +44.9% |
| 3Y | +72.9% | +146.5% | -73.6% | +55.0% |
| All | +200.7% | +124.2% | +76.6% | +166.4% |
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