+2,396.1%
MUU vs XOP
+47.6%
+2,348.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -8.2% | +2.6% | -10.9% | -10.5% |
| 30D | +10.2% | +9.6% | +0.6% | +0.7% |
| 3M | -26.5% | +20.4% | -46.9% | -40.4% |
| 6M | +227.2% | +19.9% | +207.3% | +136.9% |
| YTD | +527.4% | +56.4% | +471.0% | +173.7% |
| 1Y | +1,843.7% | +52.4% | +1,791.2% | +776.7% |
| All | +2,396.1% | +47.6% | +2,348.5% | +1,141.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling