+56.6%
MNST vs CSGP
-61.9%
+118.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.4% |
| 7D | -6.5% | -4.1% | -2.4% | -6.1% |
| 30D | -7.2% | +2.3% | -9.5% | -7.4% |
| 3M | -1.0% | -8.2% | +7.2% | -0.5% |
| 6M | +11.5% | -35.1% | +46.6% | +16.4% |
| YTD | +14.3% | -54.0% | +68.3% | +24.9% |
| 1Y | +38.1% | -65.3% | +103.4% | +58.8% |
| All | +56.6% | -61.9% | +118.5% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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