+126.9%
XOP vs MNDY
-51.7%
+178.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -8.1% | +9.8% | +2.3% |
| 7D | +0.6% | -13.3% | +13.9% | +1.7% |
| 30D | +16.5% | -10.2% | +26.7% | +17.3% |
| 3M | +15.7% | -0.1% | +15.8% | +15.1% |
| 6M | +19.2% | +6.3% | +12.9% | +17.3% |
| YTD | +55.0% | -43.3% | +98.3% | +60.6% |
| 1Y | +54.2% | -56.1% | +110.3% | +63.1% |
| 3Y | +35.9% | -51.1% | +87.0% | +39.8% |
| 5Y | +162.4% | -78.5% | +240.9% | +169.2% |
| All | +126.9% | -51.7% | +178.6% | +136.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling