+22.2%
CCL vs MNST
+100.5%
-78.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +2.4% |
| 7D | +2.6% | -3.4% | +6.0% | +4.7% |
| 30D | +13.1% | +6.6% | +6.5% | +9.2% |
| 3M | +3.3% | -2.9% | +6.2% | +4.6% |
| 6M | +8.7% | +18.4% | -9.7% | -2.3% |
| YTD | -1.6% | +19.3% | -20.9% | -11.6% |
| 1Y | +14.0% | +37.9% | -23.9% | -6.1% |
| 3Y | +145.1% | +62.9% | +82.3% | +76.4% |
| All | +22.2% | +100.5% | -78.3% | -31.2% |
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 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