+53.2%
XOP vs MSFU
+76.3%
-23.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | -0.4% |
| 7D | +2.6% | -5.7% | +8.3% | +3.1% |
| 30D | +15.4% | +4.2% | +11.3% | +14.8% |
| 3M | +12.1% | +27.9% | -15.8% | +8.7% |
| 6M | +19.7% | +37.1% | -17.4% | +14.3% |
| YTD | +52.4% | -7.4% | +59.8% | +53.1% |
| 1Y | +47.6% | -19.6% | +67.2% | +51.4% |
| 3Y | +34.4% | +33.2% | +1.2% | +19.1% |
| All | +53.2% | +76.3% | -23.2% | +27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling