+5.6%
CVS vs MNST
+45.8%
-40.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +3.3% | -15.9% | -13.0% |
| 7D | -11.1% | +6.8% | -17.9% | -12.2% |
| 30D | -7.4% | +12.0% | -19.5% | -9.4% |
| 3M | -22.9% | +3.5% | -26.4% | -23.6% |
| 6M | -1.2% | +29.7% | -30.8% | -5.6% |
| YTD | +3.9% | +27.2% | -23.3% | -1.4% |
| 1Y | +5.6% | +45.8% | -40.3% | -2.7% |
| All | +5.6% | +45.8% | -40.2% | -2.7% |
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 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