+1,371.2%
MU vs SBUX
+18.0%
+1,353.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.6% |
| 7D | +9.0% | -3.1% | +12.1% | +10.2% |
| 30D | +13.8% | -0.9% | +14.7% | +14.1% |
| 3M | +2.1% | +11.6% | -9.5% | -2.6% |
| 6M | +153.8% | +8.8% | +145.0% | +143.2% |
| YTD | +256.4% | +26.3% | +230.1% | +220.6% |
| 1Y | +719.8% | +23.1% | +696.6% | +641.0% |
| All | +1,371.2% | +18.0% | +1,353.3% | +1,309.9% |
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