+354.7%
MNST vs XEL
+187.7%
+167.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.8% | +1.9% |
| 7D | +1.6% | +2.4% | -0.8% | +0.6% |
| 30D | +5.1% | +8.3% | -3.2% | +1.8% |
| 3M | -0.5% | +4.2% | -4.6% | -2.2% |
| 6M | +8.1% | +3.7% | +4.4% | +6.2% |
| YTD | +21.2% | +13.1% | +8.1% | +14.3% |
| 1Y | +30.7% | +5.0% | +25.7% | +27.1% |
| 3Y | +67.3% | +55.0% | +12.3% | +35.4% |
| 5Y | +101.9% | +51.8% | +50.1% | +61.9% |
| All | +354.7% | +187.7% | +167.0% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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