+495.5%
MSTR vs SBUX
+146.7%
+348.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.4% | -4.1% | -4.9% |
| 7D | -11.5% | +1.0% | -12.6% | -12.2% |
| 30D | -24.8% | +16.6% | -41.4% | -32.3% |
| 3M | +20.6% | -0.6% | +21.2% | +20.4% |
| 6M | -38.0% | +1.8% | -39.8% | -39.6% |
| YTD | -24.7% | +29.7% | -54.4% | -38.6% |
| 1Y | -49.1% | +26.1% | -75.1% | -57.9% |
| 3Y | +124.7% | +10.3% | +114.4% | +93.8% |
| 5Y | +40.9% | +7.6% | +33.3% | +21.4% |
| All | +495.5% | +146.7% | +348.8% | +233.0% |
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