+571,079.0%
MNST vs XEL
+2,071.3%
+569,007.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -5.0% | +1.1% | -6.0% | -5.1% |
| 30D | +4.6% | +8.7% | -4.1% | +2.9% |
| 3M | +1.0% | +3.5% | -2.5% | +0.3% |
| 6M | +5.8% | +2.6% | +3.2% | +5.1% |
| YTD | +19.1% | +11.1% | +8.0% | +16.3% |
| 1Y | +30.9% | +2.2% | +28.7% | +29.9% |
| 3Y | +65.7% | +51.1% | +14.6% | +51.4% |
| 5Y | +99.0% | +48.0% | +50.9% | +81.9% |
| 10Y | +313.1% | +175.3% | +137.7% | +243.6% |
| All | +571,079.0% | +2,071.3% | +569,007.7% | +570,065.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling