+211.3%
MCD vs SBUX
+155.2%
+56.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.8% | -2.0% | +0.5% |
| 7D | +5.9% | +4.8% | +1.1% | +4.3% |
| 30D | +19.6% | +20.6% | -1.0% | +12.4% |
| 3M | +3.3% | +4.3% | -1.0% | +1.7% |
| 6M | +3.5% | +5.5% | -2.0% | +1.4% |
| YTD | -6.1% | +32.3% | -38.4% | -15.4% |
| 1Y | -3.7% | +31.2% | -34.8% | -13.0% |
| 3Y | +13.4% | +14.8% | -1.4% | +2.9% |
| 5Y | +25.2% | +8.0% | +17.2% | +14.4% |
| 10Y | +211.3% | +148.7% | +62.5% | +88.9% |
| All | +211.3% | +155.2% | +56.1% | +88.9% |
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 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