+29.7%
XOP vs MSFU
+32.6%
-3.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | -14.7% | +2.5% | -17.2% | -14.9% |
| 30D | -7.7% | -1.3% | -6.4% | -7.7% |
| 3M | +4.4% | +8.6% | -4.2% | +3.6% |
| 6M | +3.5% | +48.4% | -44.9% | -0.2% |
| YTD | +39.4% | +1.6% | +37.8% | +40.0% |
| 1Y | +39.8% | -5.8% | +45.6% | +41.9% |
| 3Y | +29.7% | +30.9% | -1.3% | +22.6% |
| All | +29.7% | +32.6% | -3.0% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling