+67.3%
MNST vs CPB
-35.1%
+102.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.2% | -1.2% | +1.4% |
| 7D | +1.6% | -1.6% | +3.2% | +1.9% |
| 30D | +5.1% | +19.2% | -14.1% | +1.8% |
| 3M | -0.5% | -0.9% | +0.5% | -0.5% |
| 6M | +8.1% | +15.2% | -7.1% | +5.0% |
| YTD | +21.2% | -13.1% | +34.3% | +23.5% |
| 1Y | +30.7% | -22.4% | +53.2% | +36.5% |
| 3Y | +67.3% | -35.3% | +102.6% | +80.5% |
| All | +67.3% | -35.1% | +102.4% | +80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling