+2,620.0%
MUU vs SBUX
+15.1%
+2,604.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +13.0% |
| 7D | +17.4% | -3.1% | +20.5% | +21.1% |
| 30D | +24.0% | -0.9% | +24.8% | +24.8% |
| 3M | -23.9% | +11.6% | -35.5% | -34.8% |
| 6M | +284.4% | +8.8% | +275.6% | +232.3% |
| YTD | +583.7% | +26.3% | +557.4% | +376.2% |
| 1Y | +2,981.5% | +23.1% | +2,958.3% | +2,072.6% |
| All | +2,620.0% | +15.1% | +2,604.9% | +2,466.6% |
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