+147.9%
OXY vs MNDY
-76.8%
+224.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | +2.8% | -4.6% | +7.5% | +3.1% |
| 30D | +5.5% | +1.0% | +4.4% | +5.2% |
| 3M | +11.3% | +9.1% | +2.2% | +10.2% |
| 6M | +11.6% | +14.2% | -2.6% | +9.8% |
| YTD | +51.6% | -41.1% | +92.7% | +55.4% |
| 1Y | +36.2% | -54.7% | +90.9% | +42.0% |
| 3Y | +1.7% | -50.6% | +52.3% | +3.7% |
| All | +147.9% | -76.8% | +224.8% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling