+54.6%
XOP vs MSFU
-20.0%
+74.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.5% |
| 7D | +1.0% | -2.3% | +3.3% | +0.9% |
| 30D | +10.8% | -6.3% | +17.1% | +10.7% |
| 3M | +19.5% | +40.0% | -20.5% | +20.7% |
| 6M | +21.6% | +30.1% | -8.5% | +23.7% |
| YTD | +55.8% | -10.3% | +66.2% | +54.7% |
| 1Y | +54.6% | -19.0% | +73.7% | +57.7% |
| All | +54.6% | -20.0% | +74.6% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling