+65.4%
SLB vs MNST
+111.6%
-46.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.6% |
| 7D | -7.7% | +3.2% | -10.9% | -8.0% |
| 30D | -0.7% | +10.6% | -11.3% | -1.6% |
| 3M | 0.0% | +1.3% | -1.3% | -0.2% |
| 6M | -10.4% | +26.2% | -36.6% | -12.7% |
| YTD | +31.5% | +24.8% | +6.7% | +28.2% |
| 1Y | +39.1% | +40.9% | -1.8% | +34.1% |
| 3Y | -5.7% | +72.2% | -77.9% | -11.3% |
| 5Y | +65.4% | +108.8% | -43.4% | +60.1% |
| All | +65.4% | +111.6% | -46.1% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling