+99.0%
MNST vs XEL
+49.9%
+49.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -5.0% | +1.1% | -6.0% | -5.2% |
| 30D | +4.6% | +8.7% | -4.1% | +2.3% |
| 3M | +1.0% | +3.5% | -2.5% | 0.0% |
| 6M | +5.8% | +2.6% | +3.2% | +4.8% |
| YTD | +19.1% | +11.1% | +8.0% | +15.0% |
| 1Y | +30.9% | +2.2% | +28.7% | +29.5% |
| 3Y | +65.7% | +51.1% | +14.6% | +45.5% |
| 5Y | +99.0% | +48.0% | +50.9% | +68.5% |
| All | +99.0% | +49.9% | +49.1% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling