+42,983.1%
SBUX vs MAS
+1,482.3%
+41,500.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.1% |
| 7D | +0.6% | +4.6% | -3.9% | -0.9% |
| 30D | +10.5% | +19.9% | -9.4% | +4.0% |
| 3M | +0.7% | +8.9% | -8.2% | -2.2% |
| 6M | +2.3% | +20.2% | -17.8% | -4.6% |
| YTD | +28.4% | +33.9% | -5.5% | +14.4% |
| 1Y | +31.4% | +34.7% | -3.3% | +16.9% |
| 3Y | +11.5% | +60.4% | -48.9% | -7.6% |
| 5Y | +2.2% | +43.5% | -41.2% | -13.3% |
| 10Y | +149.7% | +226.7% | -77.0% | +58.0% |
| All | +42,983.1% | +1,482.3% | +41,500.8% | +14,426.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling