+42.2%
XOM vs MUU
+2,789.9%
-2,747.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.5% | -3.3% | +2.2% |
| 7D | 0.0% | +15.0% | -15.0% | 0.0% |
| 30D | +3.4% | +36.8% | -33.4% | +3.3% |
| 3M | +11.0% | -8.5% | +19.5% | +10.7% |
| 6M | +10.6% | +320.7% | -310.1% | +6.0% |
| YTD | +39.2% | +599.7% | -560.5% | +29.0% |
| 1Y | +52.7% | +2,569.2% | -2,516.5% | +28.9% |
| All | +42.2% | +2,789.9% | -2,747.7% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling