+56.6%
MNST vs XOP
+33.7%
+22.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.6% |
| 7D | -6.5% | +2.6% | -9.1% | -6.5% |
| 30D | -7.2% | +15.4% | -22.7% | -7.2% |
| 3M | -1.0% | +12.1% | -13.1% | -1.0% |
| 6M | +11.5% | +19.7% | -8.2% | +10.9% |
| YTD | +14.3% | +52.4% | -38.1% | +11.8% |
| 1Y | +38.1% | +47.6% | -9.4% | +35.4% |
| All | +56.6% | +33.7% | +22.9% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling