+99.8%
MNST vs JCI
+96.3%
+3.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.2% | +2.3% |
| 7D | +1.6% | +3.2% | -1.6% | +1.0% |
| 30D | +5.1% | -8.6% | +13.7% | +6.3% |
| 3M | -0.5% | -7.7% | +7.3% | +0.4% |
| 6M | +8.1% | -2.6% | +10.7% | +7.4% |
| YTD | +21.2% | +17.4% | +3.8% | +15.0% |
| 1Y | +30.7% | +16.9% | +13.8% | +24.1% |
| 3Y | +67.3% | +186.7% | -119.4% | +17.3% |
| All | +99.8% | +96.3% | +3.6% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling