+44,419.7%
SBUX vs MAS
+1,538.7%
+42,881.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.6% | -0.9% | +2.8% |
| 7D | +6.3% | +14.2% | -7.9% | +1.7% |
| 30D | +16.2% | +26.8% | -10.6% | +7.4% |
| 3M | +5.1% | +13.1% | -8.0% | +0.7% |
| 6M | +5.7% | +27.9% | -22.2% | -3.5% |
| YTD | +32.6% | +38.7% | -6.0% | +16.9% |
| 1Y | +41.3% | +40.4% | +1.0% | +24.1% |
| 3Y | +15.2% | +66.1% | -50.9% | -5.6% |
| 5Y | +10.1% | +47.4% | -37.3% | -7.5% |
| 10Y | +158.0% | +238.3% | -80.4% | +61.4% |
| All | +44,419.7% | +1,538.7% | +42,881.0% | +14,736.8% |
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