+45.9%
OXY vs MNST
+45.8%
+0.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.5% | -4.3% |
| 7D | -8.8% | +6.8% | -15.6% | -7.3% |
| 30D | -1.7% | +12.0% | -13.7% | +1.1% |
| 3M | +4.5% | +3.5% | +1.0% | +5.2% |
| 6M | -4.0% | +29.7% | -33.7% | +3.4% |
| YTD | +41.4% | +27.2% | +14.2% | +50.7% |
| 1Y | +45.9% | +45.8% | +0.1% | +52.1% |
| All | +45.9% | +45.8% | +0.1% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 1y: compounded portfolio wealth divided by compounded MNST 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…
1y analysis · Full analysis span regression · 6 months rolling