+207.3%
SHEL vs MNST
+241.5%
-34.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +3.0% | -3.6% | +6.6% | +3.8% |
| 30D | +7.2% | -6.3% | +13.5% | +8.6% |
| 3M | +12.9% | -5.0% | +17.8% | +13.8% |
| 6M | +13.7% | +13.1% | +0.6% | +9.9% |
| YTD | +33.7% | +11.8% | +21.9% | +29.2% |
| 1Y | +37.9% | +35.2% | +2.6% | +27.0% |
| 3Y | +70.2% | +52.0% | +18.2% | +50.5% |
| 5Y | +192.3% | +77.9% | +114.5% | +142.8% |
| 10Y | +207.3% | +248.4% | -41.1% | +110.6% |
| All | +207.3% | +241.5% | -34.2% | +110.6% |
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