+45.8%
MNST vs CASY
+32.1%
+13.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +3.2% |
| 7D | +6.8% | +0.8% | +6.0% | +6.7% |
| 30D | +12.0% | +9.4% | +2.6% | +11.3% |
| 3M | +3.5% | -20.6% | +24.1% | +5.5% |
| 6M | +29.7% | -20.7% | +50.4% | +33.3% |
| YTD | +27.2% | +22.5% | +4.7% | +17.8% |
| 1Y | +45.8% | +29.5% | +16.3% | +31.8% |
| All | +45.8% | +32.1% | +13.7% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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