+4,271.9%
MU vs SBUX
+155.2%
+4,116.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.8% | +2.4% | +4.1% |
| 7D | -12.0% | +4.8% | -16.9% | -14.3% |
| 30D | -28.7% | +20.6% | -49.3% | -36.2% |
| 3M | -16.4% | +4.3% | -20.7% | -18.9% |
| 6M | -1.8% | +5.5% | -7.3% | -6.4% |
| YTD | +157.1% | +32.3% | +124.7% | +112.1% |
| 1Y | +208.5% | +31.2% | +177.3% | +154.8% |
| 3Y | +906.2% | +14.8% | +891.3% | +768.4% |
| 5Y | +893.4% | +8.0% | +885.4% | +771.2% |
| 10Y | +4,271.9% | +148.7% | +4,123.1% | +2,183.7% |
| All | +4,271.9% | +155.2% | +4,116.7% | +2,183.7% |
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