+108.8%
MNST vs CB
+107.2%
+1.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | +3.2% | +2.6% | +0.6% | +2.3% |
| 30D | +10.6% | +11.2% | -0.6% | +6.6% |
| 3M | +1.3% | +5.7% | -4.5% | -0.7% |
| 6M | +26.2% | +15.9% | +10.3% | +19.4% |
| YTD | +24.8% | +20.2% | +4.6% | +16.3% |
| 1Y | +40.9% | +32.4% | +8.6% | +26.5% |
| 3Y | +72.2% | +75.5% | -3.3% | +36.1% |
| 5Y | +108.8% | +105.5% | +3.3% | +50.2% |
| All | +108.8% | +107.2% | +1.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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