+2,538.2%
MUU vs SBUX
+12.4%
+2,525.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.7% | -0.5% |
| 7D | +13.9% | -3.9% | +17.8% | +18.7% |
| 30D | +24.8% | -2.8% | +27.6% | +28.4% |
| 3M | -15.7% | +8.2% | -23.9% | -24.9% |
| 6M | +338.9% | +4.3% | +334.6% | +299.4% |
| YTD | +563.2% | +23.3% | +539.8% | +373.8% |
| 1Y | +2,577.5% | +24.3% | +2,553.2% | +1,746.6% |
| All | +2,538.2% | +12.4% | +2,525.8% | +2,453.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling