+35.9%
XOP vs MSFU
+29.4%
+6.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +1.8% |
| 7D | +0.6% | -3.2% | +3.8% | +0.8% |
| 30D | +16.5% | -3.1% | +19.7% | +16.7% |
| 3M | +15.7% | +35.3% | -19.5% | +12.7% |
| 6M | +19.2% | +31.6% | -12.4% | +16.0% |
| YTD | +55.0% | -9.5% | +64.5% | +56.9% |
| 1Y | +54.2% | -18.4% | +72.6% | +58.1% |
| 3Y | +35.9% | +26.9% | +8.9% | +28.3% |
| All | +35.9% | +29.4% | +6.5% | +28.3% |
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