+1.6%
SBUX vs MAS
+32.0%
-30.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -2.0% |
| 7D | -3.1% | -0.8% | -2.4% | -2.9% |
| 30D | -0.9% | -5.6% | +4.7% | +1.2% |
| 3M | +11.6% | +4.4% | +7.2% | +8.5% |
| 6M | +8.8% | +7.2% | +1.6% | +3.5% |
| YTD | +26.3% | +16.1% | +10.2% | +15.4% |
| 1Y | +23.1% | +0.1% | +23.0% | +19.7% |
| 3Y | +15.0% | +28.3% | -13.4% | -2.3% |
| All | +1.6% | +32.0% | -30.4% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling