+548,301.9%
MNST vs JCI
+2,331.5%
+545,970.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.0% |
| 7D | -6.5% | +3.8% | -10.3% | -7.2% |
| 30D | -7.2% | -5.7% | -1.6% | -6.2% |
| 3M | -1.0% | -1.4% | +0.4% | -1.1% |
| 6M | +11.5% | +4.1% | +7.4% | +10.0% |
| YTD | +14.3% | +21.7% | -7.4% | +9.2% |
| 1Y | +38.1% | +36.1% | +2.0% | +28.7% |
| 3Y | +55.0% | +154.4% | -99.5% | +25.5% |
| 5Y | +79.6% | +112.0% | -32.4% | +49.6% |
| 10Y | +241.8% | +322.2% | -80.4% | +144.8% |
| All | +548,301.9% | +2,331.5% | +545,970.4% | +297,200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling