+186.6%
MU vs SBUX
+31.0%
+155.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -15.2% | +4.9% | -20.1% | -15.4% |
| 30D | -29.5% | +21.2% | -50.7% | -30.7% |
| 3M | -15.8% | +5.7% | -21.4% | -15.6% |
| 6M | -2.9% | +6.0% | -8.9% | -2.5% |
| YTD | +154.2% | +32.9% | +121.3% | +137.6% |
| 1Y | +186.6% | +33.3% | +153.3% | +165.9% |
| All | +186.6% | +31.0% | +155.6% | +165.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling