+120.4%
MSTR vs SBUX
+0.4%
+119.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.4% |
| 7D | +12.2% | -3.1% | +15.3% | +14.9% |
| 30D | +45.2% | -0.9% | +46.0% | +45.4% |
| 3M | +10.4% | +11.6% | -1.2% | -0.8% |
| 6M | -2.5% | +8.8% | -11.3% | -11.3% |
| YTD | -6.0% | +26.3% | -32.3% | -24.9% |
| 1Y | -56.4% | +23.1% | -79.5% | -64.9% |
| 3Y | +306.3% | +15.0% | +291.3% | +221.5% |
| All | +120.4% | +0.4% | +119.9% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling