+719.8%
MU vs XOP
+49.8%
+670.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +5.9% |
| 7D | +9.0% | +2.6% | +6.4% | +9.6% |
| 30D | +13.8% | +15.4% | -1.6% | +17.5% |
| 3M | +2.1% | +12.1% | -10.0% | +5.5% |
| 6M | +153.8% | +19.7% | +134.1% | +155.7% |
| YTD | +256.4% | +52.4% | +204.0% | +235.7% |
| 1Y | +719.8% | +47.6% | +672.2% | +690.4% |
| All | +719.8% | +49.8% | +670.0% | +690.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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