+150.5%
OXY vs MNST
+80.0%
+70.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | +1.6% | -6.5% | +8.1% | +2.0% |
| 30D | +11.6% | -7.2% | +18.8% | +12.0% |
| 3M | +2.8% | -1.0% | +3.8% | +2.6% |
| 6M | +13.0% | +11.5% | +1.6% | +11.8% |
| YTD | +47.4% | +14.3% | +33.1% | +45.0% |
| 1Y | +31.5% | +38.1% | -6.6% | +25.7% |
| 3Y | -1.9% | +55.0% | -56.9% | -8.0% |
| All | +150.5% | +80.0% | +70.4% | +136.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling