+2,538.2%
MUU vs XLE
+48.5%
+2,489.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -4.0% |
| 7D | +13.9% | 0.0% | +13.9% | +13.8% |
| 30D | +24.8% | +12.6% | +12.1% | +10.8% |
| 3M | -15.7% | +11.8% | -27.6% | -26.2% |
| 6M | +338.9% | +16.1% | +322.8% | +231.1% |
| YTD | +563.2% | +46.9% | +516.3% | +198.7% |
| 1Y | +2,577.5% | +53.3% | +2,524.2% | +970.6% |
| All | +2,538.2% | +48.5% | +2,489.7% | +1,080.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling