+29.8%
ORCL vs MNST
+111.6%
-81.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.0% | -6.6% |
| 7D | -17.5% | +3.2% | -20.7% | -18.0% |
| 30D | -20.2% | +10.6% | -30.7% | -21.9% |
| 3M | -19.9% | +1.3% | -21.2% | -20.3% |
| 6M | -37.4% | +26.2% | -63.6% | -41.4% |
| YTD | -40.1% | +24.8% | -64.9% | -44.2% |
| 1Y | -53.4% | +40.9% | -94.3% | -58.2% |
| 3Y | +10.4% | +72.2% | -61.8% | -8.9% |
| 5Y | +29.8% | +108.8% | -79.0% | -8.3% |
| All | +29.8% | +111.6% | -81.8% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling