+37.5%
CVX vs MNST
+37.8%
-0.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.4% |
| 7D | +3.3% | -6.5% | +9.8% | +2.5% |
| 30D | +12.9% | -7.2% | +20.1% | +11.8% |
| 3M | +11.7% | -1.0% | +12.7% | +11.6% |
| 6M | +14.1% | +11.5% | +2.7% | +16.7% |
| YTD | +40.7% | +14.3% | +26.4% | +43.3% |
| 1Y | +37.5% | +38.1% | -0.6% | +37.0% |
| All | +37.5% | +37.8% | -0.3% | +37.0% |
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 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