+35.2%
MNST vs XEL
+9.9%
+25.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -3.6% | +0.9% | -4.5% | -3.7% |
| 30D | -6.3% | -0.9% | -5.4% | -6.2% |
| 3M | -5.0% | -1.4% | -3.5% | -4.7% |
| 6M | +13.1% | -5.8% | +18.9% | +14.2% |
| YTD | +11.8% | +4.7% | +7.1% | +10.7% |
| 1Y | +35.2% | +9.1% | +26.2% | +34.4% |
| All | +35.2% | +9.9% | +25.3% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling