+43.1%
XOM vs MUU
+2,520.2%
-2,477.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.3% | +9.9% | +0.6% |
| 7D | +1.9% | +3.6% | -1.7% | +1.8% |
| 30D | +4.1% | +22.3% | -18.3% | +3.9% |
| 3M | +10.4% | -8.2% | +18.6% | +10.0% |
| 6M | +13.0% | +256.3% | -243.3% | +8.6% |
| YTD | +40.1% | +534.4% | -494.3% | +29.8% |
| 1Y | +51.1% | +2,163.5% | -2,112.4% | +28.2% |
| All | +43.1% | +2,520.2% | -2,477.2% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 3y: compounded portfolio wealth divided by compounded MUU 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…
3y analysis · Full analysis span regression · 6 months rolling