+333.2%
MNST vs CPB
-40.1%
+373.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.4% |
| 7D | -6.9% | -4.1% | -2.8% | -5.9% |
| 30D | +3.7% | +16.9% | -13.2% | -0.2% |
| 3M | -0.3% | -0.6% | +0.3% | -0.5% |
| 6M | +5.1% | +11.4% | -6.3% | +1.7% |
| YTD | +18.4% | -14.8% | +33.3% | +21.9% |
| 1Y | +26.3% | -24.8% | +51.0% | +34.1% |
| 3Y | +64.3% | -36.6% | +100.9% | +80.1% |
| 5Y | +96.8% | -33.3% | +130.2% | +111.1% |
| 10Y | +333.2% | -40.4% | +373.6% | +337.6% |
| All | +333.2% | -40.1% | +373.3% | +337.6% |
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