+251.2%
MNST vs XEL
+151.6%
+99.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.0% | -0.3% | -0.7% | -0.9% |
| 30D | -5.6% | -3.9% | -1.7% | -4.1% |
| 3M | -5.7% | -2.8% | -2.9% | -4.8% |
| 6M | +12.0% | -5.4% | +17.4% | +13.9% |
| YTD | +13.2% | +3.8% | +9.5% | +10.6% |
| 1Y | +36.1% | +6.8% | +29.2% | +31.0% |
| 3Y | +52.9% | +45.6% | +7.3% | +26.4% |
| 5Y | +81.0% | +30.7% | +50.3% | +54.9% |
| All | +251.2% | +151.6% | +99.6% | +110.5% |
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