+156.1%
SOXL vs MNST
+78.6%
+77.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.6% | -8.6% | -8.7% |
| 7D | +8.5% | -2.2% | +10.7% | +10.8% |
| 30D | -13.0% | -5.4% | -7.6% | -9.6% |
| 3M | -35.9% | -5.5% | -30.4% | -35.0% |
| 6M | +112.1% | +12.4% | +99.7% | +74.0% |
| YTD | +175.4% | +12.4% | +163.0% | +124.2% |
| 1Y | +304.9% | +37.2% | +267.7% | +146.3% |
| 3Y | +448.6% | +52.9% | +395.7% | +164.5% |
| 5Y | +156.1% | +79.7% | +76.4% | +7.5% |
| All | +156.1% | +78.6% | +77.5% | +7.5% |
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