+71.4%
MSFT vs SBUX
-1.1%
+72.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.5% |
| 7D | -1.4% | -3.9% | +2.5% | -0.4% |
| 30D | -1.0% | -2.8% | +1.8% | -0.3% |
| 3M | +20.2% | +8.2% | +12.0% | +17.5% |
| 6M | +21.3% | +4.3% | +17.0% | +19.3% |
| YTD | +2.8% | +23.3% | -20.6% | -3.7% |
| 1Y | 0.0% | +24.3% | -24.3% | -7.0% |
| 3Y | +51.2% | +15.5% | +35.8% | +40.0% |
| 5Y | +71.4% | -2.7% | +74.1% | +59.3% |
| All | +71.4% | -1.1% | +72.5% | +59.3% |
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