+186.6%
MU vs XLE
+42.6%
+144.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -0.9% |
| 7D | -15.2% | -6.7% | -8.5% | -18.2% |
| 30D | -29.5% | -4.4% | -25.1% | -30.6% |
| 3M | -15.8% | +4.0% | -19.8% | -12.1% |
| 6M | -2.9% | +13.2% | -16.0% | +6.8% |
| YTD | +154.2% | +41.9% | +112.3% | +176.0% |
| 1Y | +186.6% | +41.6% | +145.0% | +215.8% |
| All | +186.6% | +42.6% | +144.0% | +215.8% |
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