+1,272.2%
MUU vs XLE
+49.9%
+1,222.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -6.2% |
| 7D | +24.7% | +5.4% | +19.3% | +18.9% |
| 30D | -35.1% | -3.9% | -31.2% | -32.0% |
| 3M | -44.3% | +7.0% | -51.3% | -47.5% |
| 6M | -44.4% | +14.2% | -58.6% | -53.2% |
| YTD | +244.9% | +48.2% | +196.8% | +55.2% |
| 1Y | +365.6% | +47.7% | +317.9% | +110.5% |
| All | +1,272.2% | +49.9% | +1,222.4% | +513.5% |
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