+7.3%
SBUX vs MNST
+101.2%
-93.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -1.0% |
| 7D | +1.6% | +1.6% | 0.0% | +0.9% |
| 30D | +14.8% | +5.1% | +9.8% | +12.3% |
| 3M | -0.8% | -0.5% | -0.3% | -0.9% |
| 6M | +2.2% | +8.1% | -5.9% | -1.7% |
| YTD | +29.5% | +21.2% | +8.3% | +17.4% |
| 1Y | +27.0% | +30.7% | -3.7% | +11.0% |
| 3Y | +10.9% | +67.3% | -56.4% | -16.2% |
| All | +7.3% | +101.2% | -93.9% | -32.3% |
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