+22.5%
MA vs SBUX
+38.6%
-16.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.7% | -0.8% | +2.6% |
| 7D | +10.2% | +6.3% | +3.9% | +8.3% |
| 30D | +19.3% | +16.2% | +3.2% | +14.5% |
| 3M | +18.0% | +5.1% | +12.9% | +16.3% |
| 6M | +33.7% | +5.7% | +28.0% | +31.4% |
| YTD | +18.6% | +32.6% | -14.0% | +9.1% |
| 1Y | +22.5% | +41.3% | -18.9% | +9.6% |
| All | +22.5% | +38.6% | -16.1% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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