+67.8%
CSX vs MNST
+80.0%
-12.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -3.4% | -6.5% | +3.1% | -1.5% |
| 30D | -3.1% | -7.2% | +4.1% | -1.1% |
| 3M | +7.2% | -1.0% | +8.2% | +7.2% |
| 6M | +16.2% | +11.5% | +4.7% | +11.9% |
| YTD | +37.5% | +14.3% | +23.2% | +31.2% |
| 1Y | +53.2% | +38.1% | +15.1% | +37.4% |
| 3Y | +68.2% | +55.0% | +13.3% | +44.1% |
| All | +67.8% | +80.0% | -12.2% | +36.0% |
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