+1,907.2%
CVS vs MNST
+548,301.9%
-546,394.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +4.0% | -6.5% | +10.4% | +4.2% |
| 30D | -2.4% | -7.2% | +4.8% | -2.2% |
| 3M | +2.7% | -1.0% | +3.7% | +2.7% |
| 6M | +21.9% | +11.5% | +10.4% | +21.4% |
| YTD | +24.7% | +14.3% | +10.4% | +24.1% |
| 1Y | +35.4% | +38.1% | -2.7% | +33.8% |
| 3Y | +65.2% | +55.0% | +10.2% | +62.4% |
| 5Y | +30.5% | +79.6% | -49.1% | +27.6% |
| 10Y | +40.4% | +241.8% | -201.4% | +34.3% |
| All | +1,907.2% | +548,301.9% | -546,394.7% | +1,602.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling