+548,301.9%
MNST vs MKC
+3,376.8%
+544,925.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -6.5% | -5.9% | -0.6% | -5.1% |
| 30D | -7.2% | -0.9% | -6.3% | -7.0% |
| 3M | -1.0% | +12.7% | -13.7% | -3.9% |
| 6M | +11.5% | -19.3% | +30.8% | +16.7% |
| YTD | +14.3% | -22.2% | +36.5% | +20.4% |
| 1Y | +38.1% | -23.3% | +61.5% | +45.9% |
| 3Y | +55.0% | -30.0% | +85.0% | +66.0% |
| 5Y | +79.6% | -33.8% | +113.4% | +93.4% |
| 10Y | +241.8% | +24.4% | +217.4% | +221.2% |
| All | +548,301.9% | +3,376.8% | +544,925.2% | +437,203.4% |
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