+2,981.5%
MUU vs COPX
+84.7%
+2,896.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +12.7% |
| 7D | +17.4% | -4.0% | +21.4% | +25.2% |
| 30D | +24.0% | +4.5% | +19.4% | +12.8% |
| 3M | -23.9% | +0.8% | -24.7% | -19.7% |
| 6M | +284.4% | +3.2% | +281.2% | +306.1% |
| YTD | +583.7% | +26.7% | +557.0% | +408.7% |
| 1Y | +2,981.5% | +85.7% | +2,895.8% | +1,491.9% |
| All | +2,981.5% | +84.7% | +2,896.8% | +1,491.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling