+99.8%
MNST vs COO
-40.4%
+140.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.2% | +1.8% |
| 7D | +1.6% | +0.5% | +1.2% | +1.5% |
| 30D | +5.1% | +14.2% | -9.1% | +1.8% |
| 3M | -0.5% | -18.2% | +17.7% | +4.1% |
| 6M | +8.1% | +5.3% | +2.8% | +5.8% |
| YTD | +21.2% | -23.6% | +44.8% | +28.6% |
| 1Y | +30.7% | -12.7% | +43.4% | +33.5% |
| 3Y | +67.3% | -24.2% | +91.5% | +70.3% |
| All | +99.8% | -40.4% | +140.2% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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