+166.9%
XLE vs MNST
+101.2%
+65.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.8% |
| 7D | +5.4% | +1.6% | +3.8% | +5.3% |
| 30D | -3.9% | +5.1% | -9.0% | -4.3% |
| 3M | +7.0% | -0.5% | +7.5% | +7.0% |
| 6M | +14.2% | +8.1% | +6.1% | +13.3% |
| YTD | +48.2% | +21.2% | +27.0% | +45.2% |
| 1Y | +47.7% | +30.7% | +17.0% | +43.4% |
| 3Y | +70.0% | +67.3% | +2.7% | +59.5% |
| All | +166.9% | +101.2% | +65.7% | +150.6% |
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 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