+346.0%
MNST vs JCI
+300.9%
+45.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.8% |
| 7D | -4.7% | +8.4% | -13.2% | -7.0% |
| 30D | +5.2% | -8.9% | +14.1% | +7.4% |
| 3M | -0.9% | -6.4% | +5.5% | +0.1% |
| 6M | +6.1% | +1.6% | +4.5% | +3.8% |
| YTD | +18.9% | +20.1% | -1.2% | +9.7% |
| 1Y | +29.3% | +17.2% | +12.1% | +20.1% |
| 3Y | +64.9% | +190.7% | -125.9% | +6.2% |
| 5Y | +98.0% | +99.9% | -1.9% | +45.4% |
| All | +346.0% | +300.9% | +45.1% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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