+84.2%
MNST vs CLX
-34.6%
+118.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -6.5% | -9.2% | +2.7% | -4.1% |
| 30D | -7.2% | -11.0% | +3.8% | -4.3% |
| 3M | -1.0% | +5.0% | -6.1% | -2.6% |
| 6M | +11.5% | -18.8% | +30.3% | +17.3% |
| YTD | +14.3% | -4.4% | +18.7% | +14.9% |
| 1Y | +38.1% | -21.9% | +60.0% | +46.6% |
| 3Y | +55.0% | -32.8% | +87.7% | +69.6% |
| All | +84.2% | -34.6% | +118.8% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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