-10.2%
AXP vs MNST
+42.9%
-53.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.1% |
| 7D | +0.4% | +3.2% | -2.8% | +0.1% |
| 30D | +7.0% | +10.6% | -3.6% | +6.1% |
| 3M | -6.6% | +1.3% | -7.9% | -6.8% |
| 6M | +3.5% | +26.2% | -22.7% | +3.3% |
| YTD | -11.2% | +24.8% | -35.9% | -10.1% |
| 1Y | -10.2% | +40.9% | -51.1% | -8.1% |
| All | -10.2% | +42.9% | -53.1% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling