+140.0%
SBUX vs MAS
+213.7%
-73.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | +1.7% | +2.0% | -0.3% | +0.9% |
| 30D | +12.6% | +19.4% | -6.7% | +4.8% |
| 3M | +0.8% | +9.4% | -8.6% | -3.0% |
| 6M | +0.2% | +15.3% | -15.1% | -6.7% |
| YTD | +27.4% | +31.3% | -3.9% | +10.9% |
| 1Y | +31.5% | +34.9% | -3.4% | +13.1% |
| 3Y | +9.3% | +58.6% | -49.3% | -14.4% |
| 5Y | +1.5% | +40.7% | -39.2% | -18.1% |
| All | +140.0% | +213.7% | -73.7% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 10y: compounded portfolio wealth divided by compounded MAS 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…
10y analysis · Full analysis span regression · 6 months rolling