+855.4%
MU vs SBUX
+10.5%
+844.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.4% |
| 7D | -22.0% | +1.7% | -23.7% | -22.4% |
| 30D | -36.6% | +12.6% | -49.2% | -39.3% |
| 3M | -21.7% | +0.8% | -22.5% | -22.1% |
| 6M | +3.5% | +0.2% | +3.4% | +2.8% |
| YTD | +141.9% | +27.4% | +114.5% | +116.3% |
| 1Y | +189.8% | +31.5% | +158.4% | +154.9% |
| 3Y | +855.4% | +9.3% | +846.1% | +858.9% |
| All | +855.4% | +10.5% | +844.9% | +858.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling