+186.6%
MU vs XOP
+37.2%
+149.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.0% |
| 7D | -15.2% | -8.4% | -6.8% | -17.0% |
| 30D | -29.5% | -8.4% | -21.2% | -30.7% |
| 3M | -15.8% | +0.2% | -15.9% | -14.4% |
| 6M | -2.9% | +7.2% | -10.1% | +1.7% |
| YTD | +154.2% | +40.8% | +113.4% | +154.4% |
| 1Y | +186.6% | +36.3% | +150.3% | +194.7% |
| All | +186.6% | +37.2% | +149.4% | +194.7% |
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