+163.4%
XOP vs MNDY
-77.7%
+241.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | -0.2% |
| 7D | +1.6% | -12.5% | +14.1% | +2.8% |
| 30D | +9.6% | -2.6% | +12.2% | +9.6% |
| 3M | +16.9% | +4.2% | +12.7% | +15.7% |
| 6M | +24.0% | +9.8% | +14.3% | +21.5% |
| YTD | +56.2% | -42.3% | +98.5% | +62.3% |
| 1Y | +51.8% | -54.5% | +106.3% | +61.0% |
| 3Y | +37.0% | -50.3% | +87.2% | +40.8% |
| 5Y | +163.4% | -77.1% | +240.5% | +186.1% |
| All | +163.4% | -77.7% | +241.0% | +186.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling