+64.1%
MSFT vs SBUX
+1.8%
+62.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +1.7% | +1.7% | 0.0% | +1.3% |
| 30D | +0.2% | +12.6% | -12.5% | -3.1% |
| 3M | +6.4% | +0.8% | +5.5% | +6.0% |
| 6M | +28.7% | +0.2% | +28.5% | +28.3% |
| YTD | +10.4% | +27.4% | -17.0% | +2.3% |
| 1Y | +7.6% | +31.5% | -23.9% | -1.4% |
| 3Y | +52.3% | +9.3% | +43.0% | +46.3% |
| All | +64.1% | +1.8% | +62.2% | +58.0% |
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