+59.7%
XOM vs MNDY
-50.4%
+110.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | +0.6% |
| 7D | +1.9% | -12.5% | +14.4% | +2.0% |
| 30D | +4.1% | -2.6% | +6.7% | +4.0% |
| 3M | +10.4% | +4.2% | +6.2% | +10.2% |
| 6M | +13.0% | +9.8% | +3.3% | +12.6% |
| YTD | +40.1% | -42.3% | +82.3% | +41.2% |
| 1Y | +51.1% | -54.5% | +105.7% | +53.4% |
| All | +59.7% | -50.4% | +110.1% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling