+246.6%
MNST vs CNC
+92.8%
+153.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -3.6% | -4.9% | +1.3% | -2.8% |
| 30D | -6.3% | -3.8% | -2.5% | -5.7% |
| 3M | -5.0% | -3.2% | -1.7% | -4.7% |
| 6M | +13.1% | +47.9% | -34.7% | +4.6% |
| YTD | +11.8% | +55.7% | -43.9% | +1.9% |
| 1Y | +35.2% | +106.2% | -71.0% | +15.7% |
| 3Y | +52.0% | -2.1% | +54.1% | +45.0% |
| 5Y | +77.9% | +3.4% | +74.5% | +64.5% |
| All | +246.6% | +92.8% | +153.8% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling