-0.5%
MSFT vs SBUX
+21.8%
-22.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.3% |
| 7D | -1.0% | -6.3% | +5.2% | -0.5% |
| 30D | -2.7% | -3.9% | +1.2% | -2.4% |
| 3M | +22.1% | +3.3% | +18.8% | +22.0% |
| 6M | +20.6% | +1.4% | +19.1% | +19.9% |
| YTD | +2.3% | +21.0% | -18.7% | +2.1% |
| 1Y | -0.5% | +22.4% | -23.0% | -0.9% |
| All | -0.5% | +21.8% | -22.4% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling