+1,920.3%
MRK vs SBUX
+42,284.6%
-40,364.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -0.9% |
| 7D | -0.9% | -3.9% | +3.0% | -0.3% |
| 30D | +15.5% | -2.8% | +18.3% | +15.9% |
| 3M | +25.1% | +8.2% | +16.9% | +23.5% |
| 6M | +30.1% | +4.3% | +25.8% | +28.9% |
| YTD | +43.1% | +23.3% | +19.8% | +38.0% |
| 1Y | +82.5% | +24.3% | +58.2% | +75.4% |
| 3Y | +49.3% | +15.5% | +33.9% | +42.7% |
| 5Y | +130.3% | -2.7% | +133.0% | +123.1% |
| 10Y | +234.3% | +128.8% | +105.5% | +178.8% |
| All | +1,920.3% | +42,284.6% | -40,364.3% | +914.4% |
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