+159.6%
USO vs MNST
+101.2%
+58.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | 0.0% |
| 7D | -1.9% | +1.6% | -3.5% | -1.7% |
| 30D | -5.2% | +5.1% | -10.3% | -4.4% |
| 3M | +16.4% | -0.5% | +16.9% | +16.6% |
| 6M | +2.5% | +8.1% | -5.6% | +3.8% |
| YTD | +110.5% | +21.2% | +89.3% | +116.6% |
| 1Y | +108.4% | +30.7% | +77.7% | +115.3% |
| 3Y | +99.6% | +67.3% | +32.3% | +109.8% |
| All | +159.6% | +101.2% | +58.5% | +206.8% |
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