+197.6%
CDE vs MNST
+81.5%
+116.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.2% |
| 7D | +2.3% | -4.1% | +6.4% | +3.8% |
| 30D | +18.8% | -4.5% | +23.3% | +20.4% |
| 3M | +23.5% | -2.5% | +25.9% | +23.7% |
| 6M | -8.6% | +14.1% | -22.8% | -14.4% |
| YTD | +16.0% | +12.6% | +3.4% | +9.1% |
| 1Y | +42.1% | +36.9% | +5.1% | +22.9% |
| 3Y | +835.9% | +53.1% | +782.8% | +666.3% |
| 5Y | +197.6% | +78.2% | +119.4% | +101.5% |
| All | +197.6% | +81.5% | +116.1% | +101.5% |
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