-6.7%
SBUX vs MCK
+345.1%
-351.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -2.9% | -2.6% | -5.2% |
| 30D | -8.5% | +0.4% | -8.9% | -8.5% |
| 3M | -2.9% | +12.1% | -15.0% | -4.2% |
| 6M | -1.5% | -5.4% | +3.9% | -1.1% |
| YTD | +19.4% | +7.8% | +11.6% | +17.7% |
| 1Y | +22.9% | +22.9% | 0.0% | +18.7% |
| 3Y | +11.3% | +110.7% | -99.4% | -4.7% |
| All | -6.7% | +345.1% | -351.8% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling