+240.4%
MNST vs STZ
-14.3%
+254.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.6% | +4.1% | +0.4% |
| 7D | -4.1% | -7.4% | +3.3% | -1.5% |
| 30D | -4.5% | -10.9% | +6.4% | -0.7% |
| 3M | -2.5% | -13.4% | +11.0% | +2.2% |
| 6M | +14.1% | -16.2% | +30.3% | +20.3% |
| YTD | +12.6% | -10.4% | +23.0% | +15.2% |
| 1Y | +36.9% | -14.8% | +51.7% | +42.3% |
| 3Y | +53.1% | -50.1% | +103.2% | +91.6% |
| 5Y | +78.2% | -38.8% | +117.0% | +105.5% |
| 10Y | +240.4% | -14.1% | +254.5% | +235.2% |
| All | +240.4% | -14.3% | +254.7% | +235.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling