+51.7%
XOP vs MUB
+21.8%
+29.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +6.3% | -1.3% | +7.6% | +6.6% |
| 30D | -6.6% | +2.2% | -8.8% | -7.1% |
| 3M | +3.6% | -1.6% | +5.2% | +3.9% |
| 6M | +10.8% | -1.3% | +12.0% | +11.0% |
| YTD | +48.3% | -0.7% | +48.9% | +48.1% |
| 1Y | +42.9% | -0.2% | +43.1% | +42.6% |
| 3Y | +43.3% | +9.6% | +33.7% | +37.6% |
| 5Y | +94.0% | +2.6% | +91.4% | +90.9% |
| All | +51.7% | +21.8% | +29.8% | +74.2% |
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