+2,396.1%
MUU vs COPX
+103.2%
+2,292.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.9% |
| 7D | -8.2% | -2.3% | -5.9% | -5.0% |
| 30D | +10.2% | +0.3% | +9.9% | +7.5% |
| 3M | -26.5% | +6.8% | -33.3% | -31.5% |
| 6M | +227.2% | +7.9% | +219.3% | +223.8% |
| YTD | +527.4% | +23.7% | +503.7% | +370.6% |
| 1Y | +1,843.7% | +71.5% | +1,772.1% | +742.3% |
| All | +2,396.1% | +103.2% | +2,292.9% | +608.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling