+1,843.7%
MUU vs OXY
+37.2%
+1,806.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -0.8% |
| 7D | -8.2% | +2.8% | -11.1% | -6.6% |
| 30D | +10.2% | +5.5% | +4.7% | +14.1% |
| 3M | -26.5% | +11.3% | -37.8% | -19.5% |
| 6M | +227.2% | +11.6% | +215.6% | +244.4% |
| YTD | +527.4% | +51.6% | +475.9% | +516.1% |
| 1Y | +1,843.7% | +36.2% | +1,807.5% | +1,978.3% |
| All | +1,843.7% | +37.2% | +1,806.5% | +1,978.3% |
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