+313.1%
MNST vs JCI
+303.0%
+10.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.8% | -5.0% | -1.5% |
| 7D | -5.0% | -3.4% | -1.5% | -4.3% |
| 30D | +4.6% | -10.1% | +14.7% | +7.1% |
| 3M | +1.0% | -6.8% | +7.8% | +2.1% |
| 6M | +5.8% | +2.0% | +3.8% | +3.3% |
| YTD | +19.1% | +19.2% | -0.1% | +10.2% |
| 1Y | +30.9% | +16.7% | +14.2% | +21.8% |
| 3Y | +65.7% | +194.3% | -128.6% | +6.5% |
| 5Y | +99.0% | +103.0% | -4.1% | +45.4% |
| 10Y | +313.1% | +301.7% | +11.3% | +102.5% |
| All | +313.1% | +303.0% | +10.0% | +102.5% |
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