+43.7%
XOM vs MUU
+2,491.4%
-2,447.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.5% |
| 7D | +4.1% | -8.2% | +12.3% | +4.1% |
| 30D | +4.6% | +10.2% | -5.6% | +4.5% |
| 3M | +14.0% | -26.5% | +40.5% | +13.9% |
| 6M | +11.0% | +227.2% | -216.3% | +6.9% |
| YTD | +40.7% | +527.4% | -486.7% | +30.4% |
| 1Y | +52.3% | +1,843.7% | -1,791.4% | +30.5% |
| All | +43.7% | +2,491.4% | -2,447.7% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling