+99.8%
MNST vs CASY
+266.7%
-166.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.8% |
| 7D | +1.6% | +3.6% | -1.9% | +1.0% |
| 30D | +5.1% | +9.1% | -4.0% | +3.4% |
| 3M | -0.5% | -16.5% | +16.0% | +2.5% |
| 6M | +8.1% | -19.7% | +27.8% | +11.9% |
| YTD | +21.2% | +29.3% | -8.1% | +12.5% |
| 1Y | +30.7% | +33.1% | -2.4% | +20.3% |
| 3Y | +67.3% | +158.5% | -91.2% | +25.6% |
| All | +99.8% | +266.7% | -166.8% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling