+84.2%
MNST vs CSGP
-64.7%
+148.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | -6.5% | -4.1% | -2.4% | -5.8% |
| 30D | -7.2% | +2.3% | -9.5% | -7.7% |
| 3M | -1.0% | -8.2% | +7.2% | +0.1% |
| 6M | +11.5% | -35.1% | +46.6% | +20.2% |
| YTD | +14.3% | -54.0% | +68.3% | +31.9% |
| 1Y | +38.1% | -65.3% | +103.4% | +70.5% |
| 3Y | +55.0% | -62.6% | +117.5% | +83.4% |
| All | +84.2% | -64.7% | +148.9% | +103.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling