+661.2%
MU vs XOP
+54.2%
+607.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.9% |
| 7D | +7.5% | +1.0% | +6.5% | +7.7% |
| 30D | +19.4% | +10.8% | +8.5% | +22.0% |
| 3M | +9.8% | +19.5% | -9.6% | +14.6% |
| 6M | +164.1% | +21.6% | +142.6% | +166.8% |
| YTD | +260.3% | +55.8% | +204.5% | +236.6% |
| 1Y | +661.2% | +54.6% | +606.5% | +627.3% |
| All | +661.2% | +54.2% | +607.0% | +627.3% |
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