+758.4%
COST vs MNST
+316.3%
+442.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | +2.5% | -5.0% | +7.4% | +4.0% |
| 30D | +12.8% | +4.6% | +8.2% | +11.2% |
| 3M | +12.7% | +1.0% | +11.6% | +12.2% |
| 6M | +6.0% | +5.8% | +0.2% | +3.8% |
| YTD | +24.4% | +19.1% | +5.3% | +16.7% |
| 1Y | +16.2% | +30.9% | -14.7% | +5.5% |
| 3Y | +96.9% | +65.7% | +31.2% | +62.7% |
| 5Y | +121.1% | +99.0% | +22.2% | +69.6% |
| 10Y | +758.4% | +313.1% | +445.4% | +466.7% |
| All | +758.4% | +316.3% | +442.1% | +466.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling