+571,079.0%
MNST vs MKC
+3,130.4%
+567,948.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -5.0% | -1.9% | -3.0% | -4.5% |
| 30D | +4.6% | +8.0% | -3.4% | +2.7% |
| 3M | +1.0% | -8.6% | +9.6% | +3.1% |
| 6M | +5.8% | +1.1% | +4.7% | +5.2% |
| YTD | +19.1% | -27.7% | +46.7% | +27.5% |
| 1Y | +30.9% | -23.7% | +54.6% | +38.3% |
| 3Y | +65.7% | -19.4% | +85.1% | +71.7% |
| 5Y | +99.0% | -33.3% | +132.3% | +113.8% |
| 10Y | +313.1% | +24.0% | +289.1% | +289.4% |
| All | +571,079.0% | +3,130.4% | +567,948.6% | +462,800.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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