-53.4%
ORCL vs MNST
+42.9%
-96.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.0% | -7.4% |
| 7D | -17.5% | +3.2% | -20.7% | -16.8% |
| 30D | -20.2% | +10.6% | -30.7% | -18.2% |
| 3M | -19.9% | +1.3% | -21.2% | -19.3% |
| 6M | -37.4% | +26.2% | -63.6% | -35.5% |
| YTD | -40.1% | +24.8% | -64.9% | -40.6% |
| 1Y | -53.4% | +40.9% | -94.3% | -53.6% |
| All | -53.4% | +42.9% | -96.3% | -53.6% |
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