+2,851.7%
SBUX vs MET
+1,381.0%
+1,470.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.4% |
| 7D | +1.6% | +4.5% | -2.9% | +0.1% |
| 30D | +14.8% | +3.5% | +11.3% | +13.5% |
| 3M | -0.8% | +5.9% | -6.7% | -2.8% |
| 6M | +2.2% | +33.1% | -30.8% | -7.6% |
| YTD | +29.5% | +33.6% | -4.1% | +16.5% |
| 1Y | +27.0% | +32.7% | -5.7% | +14.6% |
| 3Y | +10.9% | +85.0% | -74.1% | -11.5% |
| 5Y | +7.4% | +85.6% | -78.2% | -15.2% |
| 10Y | +146.3% | +198.8% | -52.6% | +58.1% |
| All | +2,851.7% | +1,381.0% | +1,470.7% | +911.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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