+54.6%
XLE vs MNST
+55.2%
-0.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +2.2% | -6.5% | +8.7% | +2.4% |
| 30D | +11.8% | -7.2% | +19.0% | +12.0% |
| 3M | +9.8% | -1.0% | +10.8% | +9.7% |
| 6M | +15.6% | +11.5% | +4.1% | +15.0% |
| YTD | +45.3% | +14.3% | +30.9% | +44.0% |
| 1Y | +48.3% | +38.1% | +10.2% | +43.8% |
| All | +54.6% | +55.2% | -0.6% | +46.1% |
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