+9.3%
SBUX vs MAS
+58.1%
-48.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | 0.0% |
| 7D | +1.7% | +2.0% | -0.3% | +1.0% |
| 30D | +12.6% | +19.4% | -6.7% | +6.1% |
| 3M | +0.8% | +9.4% | -8.6% | -2.4% |
| 6M | +0.2% | +15.3% | -15.1% | -5.7% |
| YTD | +27.4% | +31.3% | -3.9% | +12.1% |
| 1Y | +31.5% | +34.9% | -3.4% | +14.3% |
| 3Y | +9.3% | +58.6% | -49.3% | -12.6% |
| All | +9.3% | +58.1% | -48.9% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling