+62.9%
MNST vs RCL
+266.4%
-203.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.4% | -5.8% | -4.5% |
| 7D | -3.4% | +6.5% | -9.9% | -3.7% |
| 30D | +6.6% | +15.9% | -9.3% | +5.8% |
| 3M | -2.9% | +2.7% | -5.6% | -3.0% |
| 6M | +18.4% | +15.2% | +3.2% | +17.5% |
| YTD | +19.3% | +19.2% | 0.0% | +17.9% |
| 1Y | +37.9% | +31.6% | +6.3% | +35.7% |
| 3Y | +62.9% | +274.2% | -211.3% | +49.8% |
| All | +62.9% | +266.4% | -203.5% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 3y: compounded portfolio wealth divided by compounded RCL 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…
3y analysis · Full analysis span regression · 6 months rolling