+526.8%
MSTR vs SBUX
+149.6%
+377.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.1% | -3.9% |
| 7D | -10.7% | +4.9% | -15.7% | -13.6% |
| 30D | -21.6% | +21.2% | -42.7% | -31.3% |
| 3M | +24.4% | +5.7% | +18.7% | +19.0% |
| 6M | -35.5% | +6.0% | -41.5% | -38.9% |
| YTD | -20.3% | +32.9% | -53.3% | -36.1% |
| 1Y | -49.3% | +33.3% | -82.6% | -59.8% |
| 3Y | +137.8% | +13.0% | +124.8% | +101.6% |
| 5Y | +48.3% | +8.8% | +39.5% | +26.3% |
| 10Y | +526.8% | +154.6% | +372.2% | +244.1% |
| All | +526.8% | +149.6% | +377.2% | +244.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling