+44,314.2%
SBUX vs MNST
+467,235.6%
-422,921.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +4.8% | -5.0% | +9.8% | +5.2% |
| 30D | +20.6% | +4.6% | +16.0% | +20.2% |
| 3M | +4.3% | +1.0% | +3.2% | +4.1% |
| 6M | +5.5% | +5.8% | -0.3% | +5.0% |
| YTD | +32.3% | +19.1% | +13.3% | +30.4% |
| 1Y | +31.2% | +30.9% | +0.3% | +28.3% |
| 3Y | +14.8% | +65.7% | -50.9% | +10.0% |
| 5Y | +8.0% | +99.0% | -91.0% | +2.1% |
| 10Y | +148.7% | +313.1% | -164.3% | +124.1% |
| All | +44,314.2% | +467,235.6% | -422,921.5% | +29,049.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling