+2,469.1%
MNST vs XOP
+73.5%
+2,395.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.5% |
| 7D | -6.9% | +0.5% | -7.3% | -7.0% |
| 30D | +3.7% | -7.3% | +11.0% | +5.3% |
| 3M | -0.3% | +1.4% | -1.7% | -1.0% |
| 6M | +5.1% | +7.8% | -2.7% | +2.6% |
| YTD | +18.4% | +44.5% | -26.1% | +7.1% |
| 1Y | +26.3% | +37.0% | -10.8% | +15.5% |
| 3Y | +64.3% | +40.8% | +23.5% | +46.4% |
| 5Y | +96.8% | +88.7% | +8.2% | +56.6% |
| 10Y | +333.2% | +49.9% | +283.4% | +222.1% |
| All | +2,469.1% | +73.5% | +2,395.6% | +1,321.4% |
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