+2,981.5%
MUU vs OXY
+32.4%
+2,949.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.0% |
| 7D | +17.4% | +1.6% | +15.8% | +18.6% |
| 30D | +24.0% | +11.6% | +12.4% | +33.5% |
| 3M | -23.9% | +2.8% | -26.7% | -20.7% |
| 6M | +284.4% | +13.0% | +271.4% | +297.4% |
| YTD | +583.7% | +47.4% | +536.3% | +567.9% |
| 1Y | +2,981.5% | +31.5% | +2,950.0% | +3,164.6% |
| All | +2,981.5% | +32.4% | +2,949.1% | +3,164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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