+11.9%
COST vs MNST
+45.8%
-33.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.3% | -0.7% | +2.2% |
| 7D | +6.6% | +6.8% | -0.1% | +5.9% |
| 30D | +13.5% | +12.0% | +1.4% | +12.2% |
| 3M | +10.6% | +3.5% | +7.0% | +9.9% |
| 6M | +3.6% | +29.7% | -26.0% | +2.5% |
| YTD | +22.1% | +27.2% | -5.1% | +21.7% |
| 1Y | +11.9% | +45.8% | -33.9% | +12.3% |
| All | +11.9% | +45.8% | -33.9% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling