+320.7%
MUU vs OXY
+13.7%
+307.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +6.8% |
| 7D | +15.0% | +0.6% | +14.4% | +16.0% |
| 30D | +36.8% | +4.5% | +32.3% | +44.6% |
| 3M | -8.5% | +8.9% | -17.4% | +4.5% |
| 6M | +320.7% | +12.5% | +308.3% | +455.6% |
| All | +320.7% | +13.7% | +307.1% | +455.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling