+43.6%
XLE vs MNST
+35.8%
+7.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | -0.4% |
| 7D | -12.0% | -3.4% | -8.6% | -12.2% |
| 30D | -2.7% | +6.6% | -9.4% | -2.2% |
| 3M | +6.6% | -2.9% | +9.5% | +6.2% |
| 6M | +9.5% | +18.4% | -8.9% | +11.7% |
| YTD | +40.6% | +19.3% | +21.3% | +43.1% |
| 1Y | +43.6% | +37.9% | +5.7% | +41.6% |
| All | +43.6% | +35.8% | +7.8% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling