+43.3%
MA vs SBUX
+15.5%
+27.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.8% |
| 7D | -2.7% | -3.1% | +0.4% | -2.1% |
| 30D | +1.5% | -0.9% | +2.4% | +1.7% |
| 3M | +20.4% | +11.6% | +8.8% | +17.7% |
| 6M | +11.1% | +8.8% | +2.4% | +9.0% |
| YTD | +2.0% | +26.3% | -24.4% | -2.9% |
| 1Y | -2.2% | +23.1% | -25.3% | -6.5% |
| All | +43.3% | +15.5% | +27.8% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling