+37.2%
XOP vs MUB
+10.5%
+26.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.6% |
| 7D | -8.4% | +0.6% | -9.0% | -8.1% |
| 30D | -8.4% | +3.4% | -11.8% | -7.0% |
| 3M | +0.2% | -0.7% | +0.9% | -0.6% |
| 6M | +7.2% | -1.0% | +8.2% | +6.4% |
| YTD | +40.8% | 0.0% | +40.8% | +39.7% |
| 1Y | +36.3% | +0.4% | +35.9% | +35.1% |
| 3Y | +37.2% | +10.5% | +26.7% | +31.5% |
| All | +37.2% | +10.5% | +26.7% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling