+231.7%
MU vs SBUX
+28.6%
+203.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +11.9% | +11.9% |
| 7D | +2.0% | +0.2% | +1.8% | +2.0% |
| 30D | -18.0% | +19.1% | -37.0% | -19.4% |
| 3M | -6.6% | +3.6% | -10.2% | -6.1% |
| 6M | +2.0% | +5.1% | -3.1% | +2.7% |
| YTD | +184.5% | +32.9% | +151.6% | +161.9% |
| All | +231.7% | +28.6% | +203.1% | +204.5% |
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