+5,778.3%
MU vs XOP
+52.0%
+5,726.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.3% |
| 7D | +7.2% | +0.6% | +6.5% | +6.9% |
| 30D | +14.0% | +16.5% | -2.6% | +7.1% |
| 3M | +5.4% | +15.7% | -10.3% | -1.4% |
| 6M | +170.3% | +19.2% | +151.1% | +146.1% |
| YTD | +250.7% | +55.0% | +195.7% | +184.4% |
| 1Y | +662.1% | +54.2% | +607.9% | +518.6% |
| 3Y | +1,341.2% | +35.9% | +1,305.3% | +1,132.7% |
| 5Y | +1,319.3% | +162.4% | +1,156.9% | +798.9% |
| 10Y | +5,778.3% | +50.2% | +5,728.1% | +3,977.2% |
| All | +5,778.3% | +52.0% | +5,726.3% | +3,977.2% |
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