+1,272.2%
MUU vs SBUX
+18.0%
+1,254.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.1% | -5.1% |
| 7D | +24.7% | +1.6% | +23.1% | +23.1% |
| 30D | -35.1% | +14.8% | -50.0% | -43.3% |
| 3M | -44.3% | -0.8% | -43.5% | -43.9% |
| 6M | -44.4% | +2.2% | -46.7% | -47.6% |
| YTD | +244.9% | +29.5% | +215.5% | +134.3% |
| 1Y | +365.6% | +27.0% | +338.6% | +222.6% |
| All | +1,272.2% | +18.0% | +1,254.2% | +1,163.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling