+67.3%
MNST vs XOP
+43.8%
+23.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +2.0% |
| 7D | +1.6% | +6.3% | -4.7% | +1.7% |
| 30D | +5.1% | -6.6% | +11.7% | +5.0% |
| 3M | -0.5% | +3.6% | -4.0% | -0.6% |
| 6M | +8.1% | +10.8% | -2.6% | +8.0% |
| YTD | +21.2% | +48.3% | -27.1% | +18.1% |
| 1Y | +30.7% | +42.9% | -12.2% | +27.7% |
| 3Y | +67.3% | +43.3% | +24.0% | +58.8% |
| All | +67.3% | +43.8% | +23.5% | +58.8% |
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