+199.5%
MCHP vs SBUX
+127.2%
+72.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.1% | +4.0% |
| 7D | 0.0% | -5.5% | +5.5% | +3.7% |
| 30D | -6.0% | -8.5% | +2.4% | -0.6% |
| 3M | -19.7% | -2.9% | -16.8% | -18.9% |
| 6M | +14.0% | -1.5% | +15.6% | +13.5% |
| YTD | +18.4% | +19.4% | -1.0% | +3.3% |
| 1Y | +17.1% | +22.9% | -5.8% | -0.7% |
| 3Y | +0.7% | +11.3% | -10.6% | -12.1% |
| 5Y | +5.1% | -6.9% | +12.0% | +2.6% |
| All | +199.5% | +127.2% | +72.3% | +69.8% |
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