+1,315.7%
MU vs XOP
+156.6%
+1,159.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.4% |
| 7D | +9.0% | +2.6% | +6.4% | +7.9% |
| 30D | +13.8% | +15.4% | -1.6% | +7.6% |
| 3M | +2.1% | +12.1% | -10.0% | -2.8% |
| 6M | +153.8% | +19.7% | +134.1% | +130.0% |
| YTD | +256.4% | +52.4% | +204.0% | +186.7% |
| 1Y | +719.8% | +47.6% | +672.2% | +568.0% |
| 3Y | +1,360.4% | +34.4% | +1,326.0% | +1,120.3% |
| All | +1,315.7% | +156.6% | +1,159.0% | +855.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling