+265.1%
MU vs XLE
+50.1%
+215.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.7% | -2.3% | -9.3% |
| 7D | -19.1% | -7.2% | -11.9% | -22.2% |
| 30D | -25.2% | +0.1% | -25.4% | -24.3% |
| 3M | -10.9% | +9.2% | -20.1% | -4.4% |
| 6M | +38.0% | +8.4% | +29.6% | +48.7% |
| YTD | +178.8% | +44.9% | +133.9% | +204.0% |
| 1Y | +265.1% | +49.9% | +215.3% | +291.2% |
| All | +265.1% | +50.1% | +215.1% | +291.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling