+11.3%
SBUX vs MGY
+25.2%
-13.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -5.5% | +3.5% | -9.0% | -6.2% |
| 30D | -8.5% | +5.3% | -13.7% | -9.5% |
| 3M | -2.9% | +2.6% | -5.6% | -3.7% |
| 6M | -1.5% | -3.3% | +1.8% | -1.7% |
| YTD | +19.4% | +29.2% | -9.8% | +10.0% |
| 1Y | +22.9% | +18.0% | +4.9% | +15.6% |
| 3Y | +11.3% | +30.0% | -18.7% | +0.8% |
| All | +11.3% | +25.2% | -13.9% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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