-5.1%
SLB vs MNST
+72.2%
-77.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.5% |
| 7D | -7.7% | +3.2% | -10.9% | -8.1% |
| 30D | -0.7% | +10.6% | -11.3% | -2.0% |
| 3M | 0.0% | +1.3% | -1.3% | -0.3% |
| 6M | -10.4% | +26.2% | -36.6% | -13.8% |
| YTD | +31.5% | +24.8% | +6.7% | +26.7% |
| 1Y | +39.1% | +40.9% | -1.8% | +31.5% |
| All | -5.1% | +72.2% | -77.2% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling