+15,014.8%
SBUX vs MCK
+6,818.8%
+8,196.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -5.5% | -2.9% | -2.6% | -4.8% |
| 30D | -8.5% | +0.4% | -8.9% | -8.6% |
| 3M | -2.9% | +12.1% | -15.0% | -5.8% |
| 6M | -1.5% | -5.4% | +3.9% | -0.7% |
| YTD | +19.4% | +7.8% | +11.6% | +15.9% |
| 1Y | +22.9% | +22.9% | 0.0% | +15.2% |
| 3Y | +11.3% | +110.7% | -99.4% | -10.4% |
| 5Y | -6.9% | +346.2% | -353.0% | -38.7% |
| 10Y | +125.4% | +440.1% | -314.8% | +34.9% |
| All | +15,014.8% | +6,818.8% | +8,196.0% | +5,358.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling