+1,652.2%
CVS vs MNST
+572,080.2%
-570,428.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.4% | +7.5% | +3.2% |
| 7D | -7.1% | -3.4% | -3.7% | -7.0% |
| 30D | -4.0% | +6.6% | -10.6% | -4.2% |
| 3M | -12.2% | -2.9% | -9.3% | -12.2% |
| 6M | -2.2% | +18.4% | -20.6% | -2.8% |
| YTD | +8.9% | +19.3% | -10.4% | +8.1% |
| 1Y | +9.9% | +37.9% | -28.0% | +8.6% |
| 3Y | +32.1% | +62.9% | -30.8% | +29.6% |
| 5Y | +5.7% | +99.6% | -93.9% | +2.9% |
| 10Y | +39.0% | +305.7% | -266.7% | +32.4% |
| All | +1,652.2% | +572,080.2% | -570,428.0% | +1,383.8% |
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