+354.7%
MNST vs JCI
+291.9%
+62.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.2% | +2.6% |
| 7D | +1.6% | +3.2% | -1.6% | +0.7% |
| 30D | +5.1% | -8.6% | +13.7% | +7.1% |
| 3M | -0.5% | -7.7% | +7.3% | +0.8% |
| 6M | +8.1% | -2.6% | +10.7% | +7.1% |
| YTD | +21.2% | +17.4% | +3.8% | +12.5% |
| 1Y | +30.7% | +16.9% | +13.8% | +21.4% |
| 3Y | +67.3% | +186.7% | -119.4% | +8.1% |
| 5Y | +101.9% | +95.4% | +6.5% | +49.2% |
| All | +354.7% | +291.9% | +62.9% | +126.3% |
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