+1,348.1%
MUU vs SBUX
+18.2%
+1,329.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -0.9% |
| 7D | +43.7% | +1.0% | +42.6% | +42.5% |
| 30D | -37.2% | +16.6% | -53.8% | -46.1% |
| 3M | -36.1% | -0.6% | -35.5% | -35.8% |
| 6M | -35.7% | +1.8% | -37.5% | -39.1% |
| YTD | +264.0% | +29.7% | +234.3% | +146.8% |
| 1Y | +359.1% | +26.1% | +333.0% | +222.1% |
| All | +1,348.1% | +18.2% | +1,329.9% | +1,230.5% |
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 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