+39,365.3%
MSFT vs SBUX
+43,306.8%
-3,941.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.8% | -1.7% |
| 7D | -2.7% | -3.1% | +0.4% | -1.8% |
| 30D | +2.7% | -0.9% | +3.6% | +2.9% |
| 3M | +17.0% | +11.6% | +5.3% | +13.1% |
| 6M | +23.8% | +8.8% | +15.0% | +20.2% |
| YTD | +4.0% | +26.3% | -22.3% | -3.5% |
| 1Y | -0.8% | +23.1% | -23.9% | -7.7% |
| 3Y | +55.6% | +15.0% | +40.6% | +42.6% |
| 5Y | +72.9% | +0.4% | +72.5% | +63.4% |
| 10Y | +875.8% | +130.7% | +745.1% | +624.4% |
| All | +39,365.3% | +43,306.8% | -3,941.4% | +7,875.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling