+77.9%
MNST vs CPAY
+54.3%
+23.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -3.6% | -2.5% | -1.1% | -3.0% |
| 30D | -6.3% | +1.3% | -7.6% | -6.6% |
| 3M | -5.0% | +13.5% | -18.4% | -7.7% |
| 6M | +13.1% | +24.7% | -11.6% | +7.4% |
| YTD | +11.8% | +34.9% | -23.2% | +3.6% |
| 1Y | +35.2% | +29.7% | +5.6% | +26.2% |
| 3Y | +52.0% | +49.4% | +2.6% | +32.8% |
| 5Y | +77.9% | +53.5% | +24.4% | +44.8% |
| All | +77.9% | +54.3% | +23.5% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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