+4,405.4%
XOM vs MNST
+571,079.0%
-566,673.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -8.3% | -5.0% | -3.4% | -8.1% |
| 30D | -2.5% | +4.6% | -7.1% | -2.7% |
| 3M | +8.3% | +1.0% | +7.3% | +8.2% |
| 6M | +15.5% | +5.8% | +9.7% | +15.1% |
| YTD | +39.6% | +19.1% | +20.6% | +38.4% |
| 1Y | +44.6% | +30.9% | +13.7% | +42.7% |
| 3Y | +76.6% | +65.7% | +10.8% | +72.2% |
| 5Y | +195.8% | +99.0% | +96.8% | +185.7% |
| 10Y | +191.6% | +313.1% | -121.5% | +173.3% |
| All | +4,405.4% | +571,079.0% | -566,673.6% | +3,382.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling