+121.5%
MRVL vs SBUX
+9.2%
+112.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -10.2% | +4.9% | -15.2% | -12.5% |
| 30D | -43.9% | +21.2% | -65.1% | -50.0% |
| 3M | -26.0% | +5.7% | -31.6% | -28.9% |
| 6M | -9.2% | +6.0% | -15.2% | -14.4% |
| YTD | +82.0% | +32.9% | +49.0% | +47.0% |
| 1Y | +65.9% | +33.3% | +32.6% | +33.3% |
| 3Y | +185.0% | +13.0% | +172.0% | +155.0% |
| 5Y | +121.5% | +8.8% | +112.6% | +91.8% |
| All | +121.5% | +9.2% | +112.3% | +91.8% |
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 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