+2,423.9%
MUU vs SBUX
+9.4%
+2,414.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.5% | -8.5% |
| 7D | +3.6% | -6.2% | +9.8% | +10.7% |
| 30D | +22.3% | -6.4% | +28.8% | +30.9% |
| 3M | -8.2% | +1.0% | -9.2% | -11.4% |
| 6M | +256.3% | -0.4% | +256.7% | +241.1% |
| YTD | +534.4% | +20.0% | +514.4% | +366.5% |
| 1Y | +2,163.5% | +22.8% | +2,140.7% | +1,471.6% |
| All | +2,423.9% | +9.4% | +2,414.5% | +2,414.5% |
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 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