+593.1%
MA vs SBUX
+146.3%
+446.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +1.3% | +1.6% | -0.3% | +0.5% |
| 30D | +9.6% | +14.8% | -5.2% | +2.7% |
| 3M | +16.8% | -0.8% | +17.6% | +16.9% |
| 6M | +35.2% | +2.2% | +33.0% | +33.1% |
| YTD | +16.6% | +29.5% | -12.9% | +1.8% |
| 1Y | +19.8% | +27.0% | -7.2% | +5.3% |
| 3Y | +70.7% | +10.9% | +59.8% | +52.3% |
| 5Y | +87.4% | +7.4% | +80.0% | +65.9% |
| All | +593.1% | +146.3% | +446.8% | +288.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling