+153.8%
MU vs XLE
+15.8%
+138.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +5.3% |
| 7D | +9.0% | +2.2% | +6.8% | +11.2% |
| 30D | +13.8% | +11.8% | +2.0% | +26.7% |
| 3M | +2.1% | +9.8% | -7.7% | +12.3% |
| 6M | +153.8% | +15.6% | +138.2% | +192.0% |
| All | +153.8% | +15.8% | +138.0% | +192.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling