+4,277.4%
MU vs XOP
+44.9%
+4,232.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | -15.2% | -8.4% | -6.8% | -12.0% |
| 30D | -29.5% | -8.4% | -21.2% | -27.0% |
| 3M | -15.8% | +0.2% | -15.9% | -16.0% |
| 6M | -2.9% | +7.2% | -10.1% | -6.9% |
| YTD | +154.2% | +40.8% | +113.4% | +113.5% |
| 1Y | +186.6% | +36.3% | +150.3% | +143.8% |
| 3Y | +871.5% | +37.2% | +834.3% | +729.1% |
| 5Y | +911.7% | +86.6% | +825.1% | +633.3% |
| 10Y | +4,277.4% | +44.0% | +4,233.3% | +3,101.8% |
| All | +4,277.4% | +44.9% | +4,232.4% | +3,101.8% |
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