+2,482.6%
MNST vs XOP
+67.7%
+2,414.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -5.0% | -10.0% | +5.1% | -2.8% |
| 30D | +4.6% | -9.1% | +13.7% | +6.6% |
| 3M | +1.0% | +5.1% | -4.1% | -0.5% |
| 6M | +5.8% | +6.4% | -0.6% | +3.5% |
| YTD | +19.1% | +39.7% | -20.7% | +8.5% |
| 1Y | +30.9% | +37.2% | -6.3% | +19.7% |
| 3Y | +65.7% | +37.6% | +28.1% | +48.4% |
| 5Y | +99.0% | +76.5% | +22.5% | +60.8% |
| 10Y | +313.1% | +42.6% | +270.4% | +211.0% |
| All | +2,482.6% | +67.7% | +2,414.9% | +1,339.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling