+2,683.6%
MUU vs SBUX
+10.3%
+2,673.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +7.6% |
| 7D | +15.0% | -6.3% | +21.3% | +22.9% |
| 30D | +36.8% | -3.9% | +40.7% | +42.0% |
| 3M | -8.5% | +3.3% | -11.8% | -14.1% |
| 6M | +320.7% | +1.4% | +319.3% | +294.0% |
| YTD | +599.7% | +21.0% | +578.7% | +409.6% |
| 1Y | +2,569.2% | +22.4% | +2,546.8% | +1,764.9% |
| All | +2,683.6% | +10.3% | +2,673.3% | +2,646.8% |
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