+521.9%
MSTR vs SBUX
+155.1%
+366.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | -14.2% | +0.2% | -14.3% | -14.3% |
| 30D | -19.9% | +19.1% | -38.9% | -28.9% |
| 3M | +27.3% | +3.6% | +23.7% | +23.5% |
| 6M | -37.6% | +5.1% | -42.7% | -40.6% |
| YTD | -19.5% | +32.9% | -52.3% | -35.4% |
| 1Y | -47.1% | +30.4% | -77.5% | -57.3% |
| 3Y | +140.3% | +13.0% | +127.3% | +103.8% |
| 5Y | +49.5% | +10.5% | +39.0% | +26.4% |
| 10Y | +521.9% | +152.8% | +369.1% | +242.6% |
| All | +521.9% | +155.1% | +366.7% | +242.6% |
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