+2,379.6%
MNST vs XOP
+82.9%
+2,296.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | -6.5% | +2.6% | -9.1% | -7.0% |
| 30D | -7.2% | +15.4% | -22.7% | -10.2% |
| 3M | -1.0% | +12.1% | -13.1% | -3.9% |
| 6M | +11.5% | +19.7% | -8.2% | +6.0% |
| YTD | +14.3% | +52.4% | -38.1% | +2.5% |
| 1Y | +38.1% | +47.6% | -9.4% | +24.4% |
| 3Y | +55.0% | +34.4% | +20.6% | +39.9% |
| 5Y | +79.6% | +154.4% | -74.8% | +32.4% |
| 10Y | +241.8% | +54.7% | +187.1% | +152.9% |
| All | +2,379.6% | +82.9% | +2,296.7% | +1,259.8% |
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 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