+855.4%
MU vs XOP
+25.8%
+829.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | -22.0% | -14.7% | -7.3% | -15.9% |
| 30D | -36.6% | -7.7% | -28.9% | -34.2% |
| 3M | -21.7% | +4.4% | -26.1% | -23.8% |
| 6M | +3.5% | +3.5% | 0.0% | -0.1% |
| YTD | +141.9% | +39.4% | +102.5% | +79.2% |
| 1Y | +189.8% | +39.8% | +150.1% | +113.5% |
| 3Y | +855.4% | +29.7% | +825.7% | +632.9% |
| All | +855.4% | +25.8% | +829.6% | +632.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling