+51.8%
XOP vs MUB
+0.3%
+51.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | -2.4% |
| 7D | +1.6% | -1.2% | +2.9% | -2.9% |
| 30D | +9.6% | -2.8% | +12.3% | -1.5% |
| 3M | +16.9% | -3.1% | +20.0% | +4.0% |
| 6M | +24.0% | -2.9% | +26.9% | +12.9% |
| YTD | +56.2% | -2.0% | +58.2% | +42.2% |
| 1Y | +51.8% | 0.0% | +51.8% | +44.4% |
| All | +51.8% | +0.3% | +51.5% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling