+11.3%
SBUX vs MDY
+48.5%
-37.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.1% |
| 7D | -5.5% | -1.9% | -3.6% | -4.1% |
| 30D | -8.5% | -4.6% | -3.8% | -5.1% |
| 3M | -2.9% | -1.2% | -1.7% | -2.1% |
| 6M | -1.5% | +9.2% | -10.7% | -8.6% |
| YTD | +19.4% | +13.1% | +6.3% | +7.7% |
| 1Y | +22.9% | +13.0% | +9.9% | +10.8% |
| 3Y | +11.3% | +49.2% | -37.9% | -19.6% |
| All | +11.3% | +48.5% | -37.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling