+56.2%
XOP vs MUB
+17.4%
+38.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | +1.0% | -0.7% | +1.7% | +1.1% |
| 30D | +10.8% | -2.0% | +12.8% | +11.3% |
| 3M | +19.5% | -2.5% | +22.0% | +20.1% |
| 6M | +21.6% | -2.3% | +23.9% | +22.1% |
| YTD | +55.8% | -1.3% | +57.1% | +56.0% |
| 1Y | +54.6% | +1.1% | +53.5% | +53.5% |
| 3Y | +36.6% | +8.2% | +28.4% | +32.1% |
| 5Y | +160.6% | +1.5% | +159.2% | +157.6% |
| 10Y | +56.2% | +17.6% | +38.7% | +73.6% |
| All | +56.2% | +17.4% | +38.8% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling