+240.4%
MNST vs JCI
+328.4%
-88.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.8% |
| 7D | -4.1% | +5.1% | -9.2% | -5.5% |
| 30D | -4.5% | -3.8% | -0.7% | -3.5% |
| 3M | -2.5% | +1.9% | -4.3% | -3.5% |
| 6M | +14.1% | +11.2% | +2.9% | +9.4% |
| YTD | +12.6% | +22.9% | -10.4% | +4.2% |
| 1Y | +36.9% | +37.4% | -0.4% | +21.7% |
| 3Y | +53.1% | +167.8% | -114.7% | +3.6% |
| 5Y | +78.2% | +115.0% | -36.8% | +28.8% |
| 10Y | +240.4% | +325.3% | -84.9% | +70.2% |
| All | +240.4% | +328.4% | -88.1% | +70.2% |
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