+220.0%
XOM vs MNDY
-49.8%
+269.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.4% |
| 7D | +4.1% | -4.6% | +8.7% | +4.2% |
| 30D | +4.6% | +1.0% | +3.5% | +4.5% |
| 3M | +14.0% | +9.1% | +4.8% | +13.6% |
| 6M | +11.0% | +14.2% | -3.3% | +10.3% |
| YTD | +40.7% | -41.1% | +81.9% | +42.0% |
| 1Y | +52.3% | -54.7% | +107.0% | +54.7% |
| 3Y | +60.5% | -50.6% | +111.0% | +61.7% |
| 5Y | +266.4% | -76.7% | +343.1% | +265.7% |
| All | +220.0% | -49.8% | +269.8% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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