+4,273.9%
MU vs XOP
+67.4%
+4,206.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | -22.0% | -14.7% | -7.3% | -14.7% |
| 30D | -36.6% | -7.7% | -28.9% | -33.8% |
| 3M | -21.7% | +4.4% | -26.1% | -24.0% |
| 6M | +3.5% | +3.5% | 0.0% | -0.5% |
| YTD | +141.9% | +39.4% | +102.5% | +92.6% |
| 1Y | +189.8% | +39.8% | +150.1% | +130.0% |
| 3Y | +855.4% | +29.7% | +825.7% | +694.3% |
| 5Y | +869.2% | +78.6% | +790.6% | +524.1% |
| 10Y | +4,142.8% | +51.8% | +4,091.0% | +2,315.3% |
| All | +4,273.9% | +67.4% | +4,206.6% | +1,940.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling