+43.3%
SHEL vs MNST
+45.8%
-2.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.3% | -5.6% | -2.0% |
| 7D | -3.2% | +6.8% | -9.9% | -2.8% |
| 30D | +5.5% | +12.0% | -6.5% | +6.3% |
| 3M | +14.4% | +3.5% | +10.8% | +14.6% |
| 6M | +16.2% | +29.7% | -13.5% | +18.2% |
| YTD | +42.4% | +27.2% | +15.3% | +43.4% |
| 1Y | +43.3% | +45.8% | -2.5% | +39.6% |
| All | +43.3% | +45.8% | -2.5% | +39.6% |
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 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