+550.2%
XOM vs MPWR
+15,734.2%
-15,184.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +1.8% | -2.6% | +4.3% | +2.1% |
| 30D | +5.9% | -9.0% | +14.9% | +7.2% |
| 3M | +5.6% | -25.8% | +31.4% | +9.2% |
| 6M | +7.9% | +11.8% | -3.9% | +3.7% |
| YTD | +35.2% | +35.5% | -0.3% | +25.7% |
| 1Y | +46.0% | +45.3% | +0.7% | +33.4% |
| 3Y | +55.0% | +138.5% | -83.4% | +23.1% |
| 5Y | +246.3% | +152.8% | +93.5% | +158.0% |
| 10Y | +181.0% | +1,616.6% | -1,435.6% | +38.8% |
| All | +550.2% | +15,734.2% | -15,184.0% | +117.7% |
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