+29.3%
MNST vs CFG
+27.4%
+1.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | -4.7% | +1.6% | -6.3% | -5.0% |
| 30D | +5.2% | +3.3% | +1.9% | +4.7% |
| 3M | -0.9% | -11.5% | +10.7% | +0.7% |
| 6M | +6.1% | +6.2% | -0.1% | +6.2% |
| YTD | +18.9% | +14.3% | +4.6% | +18.9% |
| 1Y | +29.3% | +26.7% | +2.6% | +29.0% |
| All | +29.3% | +27.4% | +1.9% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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