+2,683.6%
MUU vs XOP
+47.0%
+2,636.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.0% |
| 7D | +15.0% | +1.0% | +14.1% | +13.8% |
| 30D | +36.8% | +10.8% | +26.0% | +23.7% |
| 3M | -8.5% | +19.5% | -28.0% | -26.0% |
| 6M | +320.7% | +21.6% | +299.1% | +196.8% |
| YTD | +599.7% | +55.8% | +543.9% | +206.4% |
| 1Y | +2,569.2% | +54.6% | +2,514.5% | +1,065.1% |
| All | +2,683.6% | +47.0% | +2,636.6% | +1,289.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling