+11.3%
SBUX vs MELI
+31.9%
-20.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -5.5% | -4.1% | -1.4% | -5.0% |
| 30D | -8.5% | +3.8% | -12.2% | -9.0% |
| 3M | -2.9% | +17.8% | -20.8% | -5.2% |
| 6M | -1.5% | +7.4% | -9.0% | -3.1% |
| YTD | +19.4% | -5.8% | +25.2% | +19.4% |
| 1Y | +22.9% | -18.9% | +41.8% | +25.2% |
| 3Y | +11.3% | +33.3% | -22.0% | +0.9% |
| All | +11.3% | +31.9% | -20.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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