-6.4%
SBUX vs MDY
+43.9%
-50.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | 0.0% |
| 7D | -6.2% | -2.5% | -3.7% | -4.2% |
| 30D | -6.4% | -5.0% | -1.4% | -2.3% |
| 3M | +1.0% | +0.5% | +0.6% | +0.5% |
| 6M | -0.4% | +8.0% | -8.4% | -7.1% |
| YTD | +20.0% | +12.2% | +7.8% | +8.3% |
| 1Y | +22.8% | +14.0% | +8.8% | +9.1% |
| 3Y | +12.3% | +48.2% | -35.9% | -21.3% |
| 5Y | -6.4% | +46.1% | -52.5% | -33.5% |
| All | -6.4% | +43.9% | -50.3% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling