+690.7%
MSTR vs SBUX
+125.6%
+565.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.4% | -2.0% | -2.8% |
| 7D | +9.3% | -3.9% | +13.2% | +12.2% |
| 30D | +36.5% | -2.8% | +39.3% | +38.6% |
| 3M | +7.3% | +8.2% | -0.9% | +0.4% |
| 6M | +2.2% | +4.3% | -2.0% | -2.4% |
| YTD | -10.2% | +23.3% | -33.5% | -24.0% |
| 1Y | -58.6% | +24.3% | -82.9% | -65.5% |
| 3Y | +283.2% | +15.5% | +267.7% | +216.7% |
| 5Y | +113.8% | -2.7% | +116.5% | +95.4% |
| 10Y | +690.7% | +128.8% | +561.9% | +364.6% |
| All | +690.7% | +125.6% | +565.2% | +364.6% |
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