+504.3%
MUU vs XOP
+45.9%
+458.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.4% | -7.6% | -17.1% |
| 7D | -35.9% | -10.5% | -25.3% | -39.9% |
| 30D | -47.1% | -4.3% | -42.8% | -47.7% |
| 3M | -29.8% | +4.7% | -34.5% | -25.7% |
| 6M | +16.0% | -0.1% | +16.1% | +23.4% |
| YTD | +286.1% | +43.8% | +242.2% | +302.3% |
| 1Y | +504.3% | +45.3% | +459.1% | +517.9% |
| All | +504.3% | +45.9% | +458.5% | +517.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling