+123.9%
SBUX vs MKC
+29.9%
+94.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -5.5% | -1.5% | -4.0% | -5.0% |
| 30D | -8.5% | -3.1% | -5.3% | -7.6% |
| 3M | -2.9% | +5.2% | -8.1% | -4.7% |
| 6M | -1.5% | -12.8% | +11.3% | +2.4% |
| YTD | +19.4% | -23.3% | +42.7% | +28.9% |
| 1Y | +22.9% | -24.1% | +47.1% | +33.0% |
| 3Y | +11.3% | -32.1% | +43.4% | +23.9% |
| 5Y | -6.9% | -32.8% | +25.9% | +2.3% |
| All | +123.9% | +29.9% | +94.0% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 10y: compounded portfolio wealth divided by compounded MKC 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…
10y analysis · Full analysis span regression · 6 months rolling