-19.5%
ORLY vs MNST
+36.3%
-55.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -1.0% | -3.6% | +2.5% | -0.6% |
| 30D | -6.7% | -6.3% | -0.4% | -5.9% |
| 3M | -3.8% | -5.0% | +1.1% | -3.1% |
| 6M | -9.0% | +13.1% | -22.2% | -9.5% |
| YTD | -5.6% | +11.8% | -17.4% | -7.2% |
| 1Y | -19.5% | +35.2% | -54.7% | -25.3% |
| All | -19.5% | +36.3% | -55.8% | -25.3% |
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