+290.9%
MRVL vs SBUX
-4.5%
+295.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +5.4% |
| 7D | +13.8% | -6.3% | +20.1% | +18.0% |
| 30D | +12.7% | -3.9% | +16.5% | +14.8% |
| 3M | -11.9% | +3.3% | -15.2% | -14.7% |
| 6M | +153.8% | +1.4% | +152.4% | +145.6% |
| YTD | +177.0% | +21.0% | +156.0% | +138.0% |
| 1Y | +252.3% | +22.4% | +229.9% | +197.0% |
| 3Y | +325.5% | +13.2% | +312.3% | +268.0% |
| 5Y | +290.9% | -5.2% | +296.1% | +249.9% |
| All | +290.9% | -4.5% | +295.4% | +249.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling