-6.3%
ORLY vs MNST
+32.0%
-38.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.4% |
| 7D | +2.6% | +1.6% | +0.9% | +2.3% |
| 30D | +6.3% | +5.1% | +1.3% | +6.0% |
| 3M | -0.4% | -0.5% | +0.1% | -0.4% |
| 6M | +2.8% | +8.1% | -5.4% | +2.8% |
| YTD | +1.1% | +21.2% | -20.1% | -0.9% |
| 1Y | -6.3% | +30.7% | -37.0% | -9.3% |
| All | -6.3% | +32.0% | -38.3% | -9.3% |
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 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