+198.6%
CVX vs MNST
+316.3%
-117.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -7.5% | -5.0% | -2.5% | -6.3% |
| 30D | -0.6% | +4.6% | -5.1% | -1.9% |
| 3M | +14.0% | +1.0% | +13.0% | +13.3% |
| 6M | +18.1% | +5.8% | +12.4% | +15.6% |
| YTD | +42.2% | +19.1% | +23.1% | +33.4% |
| 1Y | +41.3% | +30.9% | +10.4% | +28.8% |
| 3Y | +68.3% | +65.7% | +2.6% | +40.0% |
| 5Y | +122.0% | +99.0% | +23.1% | +68.3% |
| 10Y | +198.6% | +313.1% | -114.5% | +81.7% |
| All | +198.6% | +316.3% | -117.8% | +81.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling