-11.2%
AXP vs MNST
+35.8%
-47.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.7% |
| 7D | +0.6% | -3.4% | +4.0% | +1.1% |
| 30D | +5.8% | +6.6% | -0.8% | +5.4% |
| 3M | -6.0% | -2.9% | -3.1% | -5.7% |
| 6M | +0.3% | +18.4% | -18.1% | +0.8% |
| YTD | -12.3% | +19.3% | -31.5% | -10.5% |
| 1Y | -11.2% | +37.9% | -49.1% | -8.2% |
| All | -11.2% | +35.8% | -47.1% | -8.2% |
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