+89.6%
AXP vs MNST
+100.5%
-10.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | +0.2% |
| 7D | +0.6% | -3.4% | +4.0% | +1.7% |
| 30D | +5.8% | +6.6% | -0.8% | +3.7% |
| 3M | -6.0% | -2.9% | -3.1% | -5.3% |
| 6M | +0.3% | +18.4% | -18.1% | -5.4% |
| YTD | -12.3% | +19.3% | -31.5% | -17.8% |
| 1Y | -11.2% | +37.9% | -49.1% | -21.3% |
| 3Y | +117.0% | +62.9% | +54.1% | +77.7% |
| All | +89.6% | +100.5% | -10.9% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling