+1,371.2%
MU vs XOP
+35.1%
+1,336.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.5% |
| 7D | +9.0% | +2.6% | +6.4% | +7.7% |
| 30D | +13.8% | +15.4% | -1.6% | +6.3% |
| 3M | +2.1% | +12.1% | -10.0% | -3.7% |
| 6M | +153.8% | +19.7% | +134.1% | +122.0% |
| YTD | +256.4% | +52.4% | +204.0% | +159.2% |
| 1Y | +719.8% | +47.6% | +672.2% | +507.2% |
| All | +1,371.2% | +35.1% | +1,336.2% | +980.5% |
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