+251.6%
ORCL vs MNST
+316.3%
-64.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.2% |
| 7D | +0.5% | -5.0% | +5.4% | +1.9% |
| 30D | -15.3% | +4.6% | -19.9% | -16.8% |
| 3M | -18.2% | +1.0% | -19.2% | -19.0% |
| 6M | -38.4% | +5.8% | -44.2% | -40.3% |
| YTD | -37.7% | +19.1% | -56.8% | -42.6% |
| 1Y | -49.3% | +30.9% | -80.2% | -54.9% |
| 3Y | +10.6% | +65.7% | -55.1% | -12.2% |
| 5Y | +35.5% | +99.0% | -63.5% | -1.8% |
| 10Y | +251.6% | +313.1% | -61.5% | +104.1% |
| All | +251.6% | +316.3% | -64.7% | +104.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling