+13,824.2%
MA vs SBUX
+704.9%
+13,119.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.5% |
| 7D | -2.7% | -3.1% | +0.4% | -1.2% |
| 30D | +1.5% | -0.9% | +2.4% | +1.8% |
| 3M | +20.4% | +11.6% | +8.8% | +14.0% |
| 6M | +11.1% | +8.8% | +2.4% | +5.9% |
| YTD | +2.0% | +26.3% | -24.4% | -9.9% |
| 1Y | -2.2% | +23.1% | -25.3% | -13.0% |
| 3Y | +41.9% | +15.0% | +26.9% | +22.3% |
| 5Y | +75.4% | +0.4% | +75.0% | +58.6% |
| 10Y | +527.5% | +130.7% | +396.9% | +265.8% |
| All | +13,824.2% | +704.9% | +13,119.2% | +3,405.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling