-14.2%
SLB vs MNST
+328.4%
-342.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -1.2% | -6.9% | +5.7% | +0.8% |
| 30D | +4.5% | +3.7% | +0.7% | +3.1% |
| 3M | -4.6% | -0.3% | -4.3% | -4.9% |
| 6M | -6.3% | +5.1% | -11.3% | -8.3% |
| YTD | +35.0% | +18.4% | +16.5% | +26.6% |
| 1Y | +38.8% | +26.3% | +12.5% | +27.5% |
| 3Y | +3.3% | +64.3% | -61.0% | -14.3% |
| 5Y | +73.6% | +96.8% | -23.2% | +31.1% |
| 10Y | -14.2% | +333.2% | -347.4% | -47.7% |
| All | -14.2% | +328.4% | -342.6% | -47.7% |
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 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