+224.4%
MRK vs SBUX
+127.2%
+97.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | -4.3% | -5.5% | +1.2% | -3.2% |
| 30D | +8.3% | -8.5% | +16.7% | +10.1% |
| 3M | +20.0% | -2.9% | +23.0% | +20.6% |
| 6M | +25.7% | -1.5% | +27.2% | +25.6% |
| YTD | +38.7% | +19.4% | +19.4% | +33.3% |
| 1Y | +74.7% | +22.9% | +51.7% | +66.5% |
| 3Y | +45.4% | +11.3% | +34.1% | +38.3% |
| 5Y | +129.0% | -6.9% | +135.9% | +125.5% |
| All | +224.4% | +127.2% | +97.2% | +145.2% |
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