+2,683.6%
MUU vs XLE
+49.8%
+2,633.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +4.7% |
| 7D | +15.0% | +0.3% | +14.7% | +14.6% |
| 30D | +36.8% | +8.5% | +28.3% | +26.4% |
| 3M | -8.5% | +14.6% | -23.1% | -22.1% |
| 6M | +320.7% | +17.6% | +303.2% | +212.8% |
| YTD | +599.7% | +48.1% | +551.6% | +212.9% |
| 1Y | +2,569.2% | +53.8% | +2,515.4% | +971.7% |
| All | +2,683.6% | +49.8% | +2,633.8% | +1,136.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 10y: compounded portfolio wealth divided by compounded XLE 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…
10y analysis · Full analysis span regression · 6 months rolling