+42,373.9%
MCHP vs SBUX
+23,124.0%
+19,249.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +2.0% |
| 7D | +1.7% | -3.1% | +4.8% | +3.0% |
| 30D | -4.1% | -0.9% | -3.2% | -3.8% |
| 3M | -22.5% | +11.6% | -34.1% | -26.4% |
| 6M | +7.3% | +8.8% | -1.5% | +2.9% |
| YTD | +18.4% | +26.3% | -7.9% | +6.6% |
| 1Y | +18.1% | +23.1% | -5.0% | +7.0% |
| 3Y | -2.8% | +15.0% | -17.7% | -10.8% |
| 5Y | +5.5% | +0.4% | +5.1% | +2.2% |
| 10Y | +185.8% | +130.7% | +55.1% | +104.2% |
| All | +42,373.9% | +23,124.0% | +19,249.9% | +5,557.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling