+2,981.5%
MUU vs XOP
+49.8%
+2,931.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +11.2% |
| 7D | +17.4% | +2.6% | +14.8% | +18.7% |
| 30D | +24.0% | +15.4% | +8.5% | +32.1% |
| 3M | -23.9% | +12.1% | -36.0% | -18.7% |
| 6M | +284.4% | +19.7% | +264.7% | +291.5% |
| YTD | +583.7% | +52.4% | +531.3% | +507.6% |
| 1Y | +2,981.5% | +47.6% | +2,933.9% | +2,796.9% |
| All | +2,981.5% | +49.8% | +2,931.7% | +2,796.9% |
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