+145.4%
SBUX vs MAS
+214.3%
-68.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | +1.0% | +1.2% | -0.1% | +0.6% |
| 30D | +16.6% | +21.6% | -5.0% | +7.7% |
| 3M | -0.6% | +14.1% | -14.7% | -5.9% |
| 6M | +1.8% | +22.6% | -20.8% | -7.5% |
| YTD | +29.7% | +35.4% | -5.8% | +11.4% |
| 1Y | +26.1% | +37.5% | -11.4% | +7.6% |
| 3Y | +10.3% | +58.3% | -48.1% | -13.5% |
| 5Y | +7.6% | +39.1% | -31.5% | -12.7% |
| All | +145.4% | +214.3% | -68.9% | +44.7% |
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