+36.9%
MNST vs XOP
+52.0%
-15.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.2% |
| 7D | -4.1% | +0.6% | -4.7% | -4.0% |
| 30D | -4.5% | +16.5% | -21.0% | -1.9% |
| 3M | -2.5% | +15.7% | -18.2% | +0.2% |
| 6M | +14.1% | +19.2% | -5.1% | +17.6% |
| YTD | +12.6% | +55.0% | -42.4% | +17.6% |
| 1Y | +36.9% | +54.2% | -17.2% | +44.1% |
| All | +36.9% | +52.0% | -15.0% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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