+41.3%
SBUX vs MCK
+31.3%
+10.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +7.0% | -2.3% | +4.2% |
| 7D | +6.3% | +11.3% | -5.0% | +5.6% |
| 30D | +16.2% | +16.8% | -0.7% | +15.3% |
| 3M | +5.1% | +28.9% | -23.8% | +4.2% |
| 6M | +5.7% | +32.7% | -26.9% | +4.7% |
| YTD | +32.6% | +30.8% | +1.9% | +31.3% |
| 1Y | +41.3% | +27.6% | +13.8% | +39.9% |
| All | +41.3% | +31.3% | +10.0% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1y: compounded portfolio wealth divided by compounded MCK 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…
1y analysis · Full analysis span regression · 6 months rolling