+504.3%
MUU vs SBUX
+38.6%
+465.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.7% | -18.7% | -14.6% |
| 7D | -35.9% | +6.3% | -42.2% | -36.5% |
| 30D | -47.1% | +16.2% | -63.3% | -49.0% |
| 3M | -29.8% | +5.1% | -35.0% | -29.8% |
| 6M | +16.0% | +5.7% | +10.3% | +15.8% |
| YTD | +286.1% | +32.6% | +253.4% | +228.1% |
| 1Y | +504.3% | +41.3% | +463.0% | +396.5% |
| All | +504.3% | +38.6% | +465.7% | +396.5% |
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