-3.9%
MCD vs SBUX
+38.6%
-42.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.7% | +1.8% | +5.2% |
| 7D | +11.9% | +6.3% | +5.6% | +10.1% |
| 30D | +20.2% | +16.2% | +4.1% | +16.0% |
| 3M | +5.2% | +5.1% | +0.1% | +3.6% |
| 6M | 0.0% | +5.7% | -5.7% | -1.8% |
| YTD | -6.5% | +32.6% | -39.2% | -13.7% |
| 1Y | -3.9% | +41.3% | -45.3% | -14.5% |
| All | -3.9% | +38.6% | -42.5% | -14.5% |
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