+77.0%
USO vs MNST
+241.5%
-164.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.8% |
| 7D | +6.2% | -3.6% | +9.8% | +6.6% |
| 30D | +19.1% | -6.3% | +25.4% | +19.7% |
| 3M | +14.2% | -5.0% | +19.2% | +14.4% |
| 6M | +43.7% | +13.1% | +30.6% | +40.7% |
| YTD | +116.8% | +11.8% | +105.1% | +112.0% |
| 1Y | +104.3% | +35.2% | +69.1% | +93.8% |
| 3Y | +91.5% | +52.0% | +39.5% | +76.5% |
| 5Y | +214.1% | +77.9% | +136.2% | +177.1% |
| 10Y | +77.0% | +248.4% | -171.4% | +41.2% |
| All | +77.0% | +241.5% | -164.4% | +41.2% |
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