+4,775.6%
CVX vs MNST
+572,080.2%
-567,304.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.3% | 0.0% |
| 7D | -9.7% | -3.4% | -6.3% | -9.6% |
| 30D | +3.6% | +6.6% | -3.0% | +3.3% |
| 3M | +13.3% | -2.9% | +16.2% | +13.4% |
| 6M | +16.9% | +18.4% | -1.6% | +15.9% |
| YTD | +43.4% | +19.3% | +24.1% | +42.1% |
| 1Y | +44.5% | +37.9% | +6.6% | +42.3% |
| 3Y | +64.0% | +62.9% | +1.1% | +60.0% |
| 5Y | +126.4% | +99.6% | +26.8% | +118.5% |
| 10Y | +209.4% | +305.7% | -96.3% | +190.4% |
| All | +4,775.6% | +572,080.2% | -567,304.6% | +3,934.8% |
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