-2.1%
LQD vs MNST
+29.9%
-32.0%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | +0.2% | -3.9% | +4.1% | +0.3% |
| 30D | +1.4% | +3.9% | -2.5% | +1.2% |
| 3M | -1.1% | -0.8% | -0.3% | -1.2% |
| 6M | -2.9% | +5.1% | -8.0% | -3.2% |
| YTD | -2.3% | +18.3% | -20.6% | -3.0% |
| 1Y | -2.1% | +29.5% | -31.6% | -3.0% |
| All | -2.1% | +29.9% | -32.0% | -3.0% |
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