+303.0%
MNST vs CPB
-38.3%
+341.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.1% |
| 7D | -3.4% | +8.0% | -11.4% | -5.2% |
| 30D | +6.6% | +22.4% | -15.8% | +1.4% |
| 3M | -2.9% | +2.5% | -5.4% | -3.8% |
| 6M | +18.4% | +12.2% | +6.2% | +14.3% |
| YTD | +19.3% | -12.8% | +32.1% | +22.1% |
| 1Y | +37.9% | -19.2% | +57.1% | +43.8% |
| 3Y | +62.9% | -35.6% | +98.4% | +78.0% |
| 5Y | +99.6% | -31.4% | +131.0% | +112.6% |
| All | +303.0% | -38.3% | +341.3% | +314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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