+22.8%
CCL vs MNST
+100.5%
-77.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +2.9% |
| 7D | +3.1% | -3.4% | +6.5% | +5.2% |
| 30D | +13.7% | +6.6% | +7.1% | +9.8% |
| 3M | +3.8% | -2.9% | +6.7% | +5.1% |
| 6M | +9.3% | +18.4% | -9.2% | -1.8% |
| YTD | -1.1% | +19.3% | -20.3% | -11.2% |
| 1Y | +14.6% | +37.9% | -23.3% | -5.6% |
| 3Y | +146.4% | +62.9% | +83.5% | +77.3% |
| All | +22.8% | +100.5% | -77.6% | -30.9% |
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