-49.5%
ORCL vs MNST
+45.8%
-95.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.3% | -5.3% | -1.1% |
| 7D | -14.4% | +6.8% | -21.2% | -12.9% |
| 30D | -12.8% | +12.0% | -24.9% | -10.4% |
| 3M | -14.8% | +3.5% | -18.3% | -13.6% |
| 6M | -30.9% | +29.7% | -60.5% | -28.3% |
| YTD | -35.7% | +27.2% | -62.8% | -35.9% |
| 1Y | -49.5% | +45.8% | -95.3% | -50.2% |
| All | -49.5% | +45.8% | -95.2% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 1y: compounded portfolio wealth divided by compounded MNST 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…
1y analysis · Full analysis span regression · 6 months rolling