-49.6%
ORCL vs MNST
+30.7%
-80.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.1% |
| 7D | +0.5% | -5.0% | +5.4% | -0.7% |
| 30D | -15.3% | +4.6% | -19.9% | -14.3% |
| 3M | -18.2% | +1.0% | -19.2% | -17.8% |
| 6M | -38.4% | +5.8% | -44.2% | -38.0% |
| YTD | -37.7% | +19.1% | -56.8% | -39.6% |
| All | -49.6% | +30.7% | -80.3% | -51.1% |
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 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