+4,271.9%
MU vs XLE
+167.3%
+4,104.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.7% | +6.0% |
| 7D | -12.0% | -7.9% | -4.2% | -7.9% |
| 30D | -28.7% | -4.8% | -23.9% | -26.8% |
| 3M | -16.4% | +8.4% | -24.8% | -20.2% |
| 6M | -1.8% | +12.7% | -14.5% | -9.3% |
| YTD | +157.1% | +41.3% | +115.8% | +105.2% |
| 1Y | +208.5% | +42.3% | +166.2% | +145.0% |
| 3Y | +906.2% | +65.1% | +841.1% | +640.7% |
| 5Y | +893.4% | +150.2% | +743.2% | +444.2% |
| 10Y | +4,271.9% | +163.9% | +4,107.9% | +2,380.6% |
| All | +4,271.9% | +167.3% | +4,104.6% | +2,380.6% |
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