+131.6%
OXY vs MNDY
-53.2%
+184.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.2% |
| 7D | +0.6% | -14.1% | +14.8% | +1.4% |
| 30D | +4.5% | -8.5% | +13.0% | +4.9% |
| 3M | +8.9% | -2.5% | +11.4% | +8.6% |
| 6M | +12.5% | +0.1% | +12.4% | +11.7% |
| YTD | +50.5% | -45.0% | +95.5% | +54.4% |
| 1Y | +38.6% | -58.1% | +96.7% | +44.4% |
| 3Y | -1.2% | -52.6% | +51.4% | +0.9% |
| 5Y | +161.6% | -79.3% | +240.9% | +168.8% |
| All | +131.6% | -53.2% | +184.8% | +134.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling