+180.0%
MCD vs SBUX
+125.6%
+54.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.8% |
| 7D | -2.0% | -3.9% | +1.9% | -0.7% |
| 30D | -6.1% | -2.8% | -3.3% | -5.3% |
| 3M | -7.3% | +8.2% | -15.5% | -9.8% |
| 6M | -20.9% | +4.3% | -25.2% | -22.5% |
| YTD | -14.7% | +23.3% | -38.0% | -21.3% |
| 1Y | -16.1% | +24.3% | -40.4% | -23.1% |
| 3Y | -1.5% | +15.5% | -17.0% | -11.9% |
| 5Y | +20.4% | -2.7% | +23.2% | +14.4% |
| 10Y | +180.0% | +128.8% | +51.2% | +74.4% |
| All | +180.0% | +125.6% | +54.4% | +74.4% |
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