+7.6%
SBUX vs MAR
+181.2%
-173.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.9% |
| 7D | +1.0% | +1.8% | -0.7% | +0.2% |
| 30D | +16.6% | +14.3% | +2.3% | +9.3% |
| 3M | -0.6% | +20.0% | -20.6% | -9.1% |
| 6M | +1.8% | +21.7% | -19.9% | -8.2% |
| YTD | +29.7% | +37.7% | -8.0% | +9.0% |
| 1Y | +26.1% | +46.8% | -20.8% | +2.4% |
| 3Y | +10.3% | +121.0% | -110.8% | -28.4% |
| 5Y | +7.6% | +183.1% | -175.5% | -39.5% |
| All | +7.6% | +181.2% | -173.6% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 5y: compounded portfolio wealth divided by compounded MAR 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…
5y analysis · Full analysis span regression · 6 months rolling