+4,524.1%
MU vs XOP
+52.4%
+4,471.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.2% |
| 7D | +21.6% | +5.2% | +16.5% | +19.3% |
| 30D | -16.2% | -8.4% | -7.9% | -13.1% |
| 3M | -12.4% | +2.9% | -15.3% | -13.5% |
| 6M | +4.2% | +8.8% | -4.6% | -0.6% |
| YTD | +180.0% | +46.9% | +133.1% | +131.3% |
| 1Y | +226.4% | +41.5% | +184.9% | +174.0% |
| 3Y | +969.7% | +43.1% | +926.6% | +798.2% |
| 5Y | +957.9% | +92.2% | +865.7% | +658.1% |
| All | +4,524.1% | +52.4% | +4,471.6% | +3,209.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling