+576.2%
XOM vs MPWR
+15,324.6%
-14,748.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.2% | -4.9% | -0.4% |
| 7D | -11.4% | -1.7% | -9.7% | -11.3% |
| 30D | +1.1% | -16.5% | +17.6% | +3.4% |
| 3M | +7.8% | -12.3% | +20.1% | +9.1% |
| 6M | +13.0% | -27.7% | +40.8% | +16.3% |
| YTD | +40.6% | +32.0% | +8.6% | +30.4% |
| 1Y | +49.1% | +25.1% | +24.0% | +39.2% |
| 3Y | +72.9% | +146.5% | -73.6% | +36.0% |
| 5Y | +204.0% | +126.0% | +77.9% | +130.0% |
| 10Y | +205.7% | +1,582.7% | -1,377.0% | +50.5% |
| All | +576.2% | +15,324.6% | -14,748.3% | +125.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling