+1,251.3%
OXY vs MNST
+572,080.2%
-570,828.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +0.3% |
| 7D | -11.9% | -3.4% | -8.5% | -11.7% |
| 30D | -3.1% | +6.6% | -9.8% | -3.5% |
| 3M | +1.1% | -2.9% | +4.0% | +1.2% |
| 6M | +3.2% | +18.4% | -15.2% | +2.0% |
| YTD | +39.0% | +19.3% | +19.8% | +37.2% |
| 1Y | +42.7% | +37.9% | +4.8% | +39.5% |
| 3Y | -3.5% | +62.9% | -66.4% | -6.8% |
| 5Y | +81.3% | +99.6% | -18.2% | +72.6% |
| 10Y | +11.2% | +305.7% | -294.5% | +2.1% |
| All | +1,251.3% | +572,080.2% | -570,828.9% | +851.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling