+78.2%
MNST vs XEL
+33.1%
+45.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.1% | -1.9% |
| 7D | -4.1% | +1.3% | -5.4% | -4.4% |
| 30D | -4.5% | -1.5% | -3.0% | -4.1% |
| 3M | -2.5% | -0.2% | -2.2% | -2.5% |
| 6M | +14.1% | -5.4% | +19.6% | +15.6% |
| YTD | +12.6% | +5.6% | +6.9% | +10.3% |
| 1Y | +36.9% | +10.5% | +26.5% | +32.2% |
| 3Y | +53.1% | +49.2% | +3.9% | +34.7% |
| 5Y | +78.2% | +30.1% | +48.1% | +61.8% |
| All | +78.2% | +33.1% | +45.2% | +61.8% |
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