+129.0%
XOP vs MNDY
-49.8%
+178.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.8% | 0.0% |
| 7D | +2.6% | -4.6% | +7.3% | +3.0% |
| 30D | +9.6% | +1.0% | +8.6% | +9.2% |
| 3M | +20.4% | +9.1% | +11.2% | +18.8% |
| 6M | +19.9% | +14.2% | +5.7% | +17.3% |
| YTD | +56.4% | -41.1% | +97.5% | +61.6% |
| 1Y | +52.4% | -54.7% | +107.2% | +60.8% |
| 3Y | +39.9% | -50.6% | +90.4% | +43.8% |
| 5Y | +163.7% | -76.7% | +240.4% | +169.8% |
| All | +129.0% | -49.8% | +178.9% | +137.5% |
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