+4,609.2%
MU vs XLE
+170.5%
+4,438.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.9% | +10.0% | +10.9% |
| 7D | +2.0% | -0.2% | +2.3% | +2.5% |
| 30D | -18.0% | -4.0% | -14.0% | -16.0% |
| 3M | -6.6% | +4.6% | -11.2% | -8.9% |
| 6M | +2.0% | +12.3% | -10.3% | -5.5% |
| YTD | +184.5% | +44.5% | +139.9% | +124.4% |
| 1Y | +236.9% | +42.4% | +194.5% | +167.9% |
| 3Y | +987.0% | +67.0% | +919.9% | +695.5% |
| 5Y | +1,014.6% | +161.9% | +852.7% | +494.2% |
| 10Y | +4,609.2% | +173.9% | +4,435.3% | +2,521.2% |
| All | +4,609.2% | +170.5% | +4,438.7% | +2,521.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling