+950.8%
MU vs XOP
+43.8%
+907.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.0% |
| 7D | +12.8% | +6.3% | +6.5% | +9.6% |
| 30D | -14.9% | -6.6% | -8.3% | -12.1% |
| 3M | -18.0% | +3.6% | -21.6% | -19.7% |
| 6M | -3.1% | +10.8% | -13.9% | -9.6% |
| YTD | +172.9% | +48.3% | +124.6% | +96.1% |
| 1Y | +228.8% | +42.9% | +185.9% | +143.2% |
| 3Y | +950.8% | +43.3% | +907.5% | +669.2% |
| All | +950.8% | +43.8% | +907.0% | +669.2% |
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 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