+41.3%
SBUX vs MNST
+45.8%
-4.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +3.7% |
| 7D | +6.3% | +6.8% | -0.5% | +4.3% |
| 30D | +16.2% | +12.0% | +4.1% | +12.5% |
| 3M | +5.1% | +3.5% | +1.6% | +3.8% |
| 6M | +5.7% | +29.7% | -23.9% | -1.9% |
| YTD | +32.6% | +27.2% | +5.5% | +23.4% |
| 1Y | +41.3% | +45.8% | -4.5% | +25.0% |
| All | +41.3% | +45.8% | -4.4% | +25.0% |
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