+191.3%
XOM vs MNST
+241.5%
-50.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.4% |
| 7D | 0.0% | -3.6% | +3.6% | +0.8% |
| 30D | +3.4% | -6.3% | +9.7% | +4.9% |
| 3M | +11.0% | -5.0% | +16.0% | +12.0% |
| 6M | +10.6% | +13.1% | -2.5% | +6.7% |
| YTD | +39.2% | +11.8% | +27.5% | +34.3% |
| 1Y | +52.7% | +35.2% | +17.5% | +40.0% |
| 3Y | +56.8% | +52.0% | +4.8% | +37.6% |
| 5Y | +261.8% | +77.9% | +183.9% | +198.8% |
| 10Y | +191.3% | +248.4% | -57.1% | +96.6% |
| All | +191.3% | +241.5% | -50.2% | +96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling