+4,277.4%
MU vs SBUX
+149.6%
+4,127.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.4% |
| 7D | -15.2% | +4.9% | -20.1% | -17.4% |
| 30D | -29.5% | +21.2% | -50.7% | -37.0% |
| 3M | -15.8% | +5.7% | -21.4% | -18.9% |
| 6M | -2.9% | +6.0% | -8.9% | -7.7% |
| YTD | +154.2% | +32.9% | +121.3% | +109.2% |
| 1Y | +186.6% | +33.3% | +153.3% | +134.6% |
| 3Y | +871.5% | +13.0% | +858.5% | +748.1% |
| 5Y | +911.7% | +8.8% | +902.9% | +782.7% |
| 10Y | +4,277.4% | +154.6% | +4,122.8% | +2,177.7% |
| All | +4,277.4% | +149.6% | +4,127.7% | +2,177.7% |
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