+5.3%
OXY vs MNST
+241.5%
-236.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +0.6% | -3.6% | +4.2% | +1.8% |
| 30D | +4.5% | -6.3% | +10.8% | +6.5% |
| 3M | +8.9% | -5.0% | +13.9% | +10.1% |
| 6M | +12.5% | +13.1% | -0.7% | +6.2% |
| YTD | +50.5% | +11.8% | +38.7% | +42.2% |
| 1Y | +38.6% | +35.2% | +3.4% | +21.5% |
| 3Y | -1.2% | +52.0% | -53.2% | -19.0% |
| 5Y | +161.6% | +77.9% | +83.8% | +94.6% |
| 10Y | +5.3% | +248.4% | -243.1% | -37.6% |
| All | +5.3% | +241.5% | -236.2% | -37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling