+478.4%
LRCX vs MNST
+81.5%
+397.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.8% |
| 7D | +10.4% | -4.1% | +14.5% | +12.4% |
| 30D | +2.9% | -4.5% | +7.4% | +4.6% |
| 3M | -1.2% | -2.5% | +1.3% | -1.0% |
| 6M | +60.9% | +14.1% | +46.7% | +48.9% |
| YTD | +87.5% | +12.6% | +75.0% | +74.6% |
| 1Y | +206.6% | +36.9% | +169.7% | +157.5% |
| 3Y | +392.1% | +53.1% | +339.0% | +282.9% |
| 5Y | +478.4% | +78.2% | +400.2% | +304.4% |
| All | +478.4% | +81.5% | +397.0% | +304.4% |
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