-51.7%
ORCL vs MNST
+35.8%
-87.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.4% | +5.2% | -0.3% |
| 7D | -11.2% | -3.4% | -7.7% | -11.8% |
| 30D | -18.8% | +6.6% | -25.5% | -17.5% |
| 3M | -18.8% | -2.9% | -15.9% | -19.0% |
| 6M | -39.7% | +18.4% | -58.2% | -38.6% |
| YTD | -39.6% | +19.3% | -58.9% | -40.5% |
| 1Y | -51.7% | +37.9% | -89.6% | -51.5% |
| All | -51.7% | +35.8% | -87.6% | -51.5% |
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