+568,075.4%
MNST vs MKC
+3,067.0%
+565,008.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | 0.0% |
| 7D | -6.9% | -7.0% | +0.1% | -5.2% |
| 30D | +3.7% | +4.1% | -0.3% | +2.7% |
| 3M | -0.3% | -10.3% | +10.0% | +2.2% |
| 6M | +5.1% | +1.7% | +3.4% | +4.3% |
| YTD | +18.4% | -29.1% | +47.5% | +27.4% |
| 1Y | +26.3% | -26.0% | +52.3% | +34.4% |
| 3Y | +64.3% | -21.5% | +85.7% | +71.3% |
| 5Y | +96.8% | -35.0% | +131.8% | +112.8% |
| 10Y | +333.2% | +25.6% | +307.6% | +307.7% |
| All | +568,075.4% | +3,067.0% | +565,008.5% | +462,523.2% |
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