+570.5%
XOM vs MPWR
+17,490.5%
-16,919.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.2% |
| 7D | -7.3% | +2.2% | -9.5% | -7.9% |
| 30D | -2.6% | -2.1% | -0.6% | -2.9% |
| 3M | +3.6% | -1.6% | +5.2% | +2.9% |
| 6M | +15.3% | -14.9% | +30.2% | +15.6% |
| YTD | +39.4% | +50.5% | -11.1% | +26.6% |
| 1Y | +43.2% | +40.0% | +3.2% | +31.2% |
| 3Y | +74.9% | +175.0% | -100.0% | +35.3% |
| 5Y | +201.3% | +162.0% | +39.3% | +122.4% |
| 10Y | +188.5% | +1,791.8% | -1,603.4% | +39.3% |
| All | +570.5% | +17,490.5% | -16,919.9% | +119.2% |
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