+97.2%
MNST vs RCL
+290.3%
-193.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.8% |
| 7D | -3.9% | +8.5% | -12.4% | -4.8% |
| 30D | +3.9% | +20.4% | -16.5% | +1.7% |
| 3M | -0.8% | +11.0% | -11.8% | -2.1% |
| 6M | +5.1% | +24.9% | -19.8% | +2.1% |
| YTD | +18.3% | +23.9% | -5.6% | +14.3% |
| 1Y | +29.5% | +30.8% | -1.3% | +24.1% |
| 3Y | +64.0% | +270.4% | -206.4% | +31.7% |
| 5Y | +97.2% | +296.1% | -198.9% | +61.7% |
| All | +97.2% | +290.3% | -193.2% | +61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling