+6,606.2%
AXP vs MNST
+598,486.6%
-591,880.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.2% |
| 7D | +0.4% | +3.2% | -2.8% | +0.2% |
| 30D | +7.0% | +10.6% | -3.6% | +6.3% |
| 3M | -6.6% | +1.3% | -7.9% | -6.7% |
| 6M | +3.5% | +26.2% | -22.7% | +1.7% |
| YTD | -11.2% | +24.8% | -35.9% | -12.7% |
| 1Y | -10.2% | +40.9% | -51.1% | -12.5% |
| 3Y | +120.0% | +72.2% | +47.9% | +110.9% |
| 5Y | +95.6% | +108.8% | -13.2% | +84.9% |
| 10Y | +468.1% | +324.4% | +143.7% | +414.2% |
| All | +6,606.2% | +598,486.6% | -591,880.4% | +4,382.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling