+130.0%
CVX vs MNST
+101.2%
+28.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.5% |
| 7D | +3.4% | +1.6% | +1.8% | +3.3% |
| 30D | -1.0% | +5.1% | -6.0% | -1.3% |
| 3M | +12.2% | -0.5% | +12.7% | +12.1% |
| 6M | +20.3% | +8.1% | +12.2% | +19.6% |
| YTD | +48.3% | +21.2% | +27.1% | +46.0% |
| 1Y | +46.9% | +30.7% | +16.2% | +43.4% |
| 3Y | +73.1% | +67.3% | +5.8% | +63.9% |
| All | +130.0% | +101.2% | +28.8% | +120.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling