+2,981.5%
MUU vs SBUX
+22.9%
+2,958.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +12.1% |
| 7D | +17.4% | -3.1% | +20.5% | +18.7% |
| 30D | +24.0% | -0.9% | +24.8% | +24.4% |
| 3M | -23.9% | +11.6% | -35.5% | -28.2% |
| 6M | +284.4% | +8.8% | +275.6% | +261.2% |
| YTD | +583.7% | +26.3% | +557.4% | +491.2% |
| 1Y | +2,981.5% | +23.1% | +2,958.3% | +2,383.0% |
| All | +2,981.5% | +22.9% | +2,958.6% | +2,383.0% |
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