+1.6%
SBUX vs MNST
+80.0%
-78.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -3.1% | -6.5% | +3.4% | -0.3% |
| 30D | -0.9% | -7.2% | +6.3% | +2.2% |
| 3M | +11.6% | -1.0% | +12.6% | +11.7% |
| 6M | +8.8% | +11.5% | -2.7% | +2.7% |
| YTD | +26.3% | +14.3% | +12.0% | +17.6% |
| 1Y | +23.1% | +38.1% | -15.0% | +4.1% |
| 3Y | +15.0% | +55.0% | -40.0% | -10.1% |
| All | +1.6% | +80.0% | -78.5% | -32.8% |
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