+2,538.2%
MUU vs OXY
+15.7%
+2,522.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.4% |
| 7D | +13.9% | -0.5% | +14.4% | +14.1% |
| 30D | +24.8% | +8.5% | +16.3% | +20.5% |
| 3M | -15.7% | +6.0% | -21.7% | -18.6% |
| 6M | +338.9% | +13.0% | +325.9% | +266.3% |
| YTD | +563.2% | +48.9% | +514.3% | +290.3% |
| 1Y | +2,577.5% | +36.4% | +2,541.1% | +1,624.9% |
| All | +2,538.2% | +15.7% | +2,522.6% | +1,987.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling