+205.9%
MCD vs SBUX
+155.1%
+50.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | +16.6% | +19.1% | -2.5% | +10.0% |
| 3M | +0.9% | +3.6% | -2.7% | -0.3% |
| 6M | +1.5% | +5.1% | -3.7% | -0.4% |
| YTD | -8.3% | +32.9% | -41.2% | -17.5% |
| 1Y | -8.1% | +30.4% | -38.5% | -16.9% |
| 3Y | +10.3% | +13.0% | -2.6% | +1.0% |
| 5Y | +23.4% | +10.5% | +12.9% | +11.5% |
| 10Y | +205.9% | +152.8% | +53.2% | +85.5% |
| All | +205.9% | +155.1% | +50.8% | +85.5% |
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 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