-6.4%
SBUX vs MKC
-33.9%
+27.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -6.2% | -2.8% | -3.4% | -5.5% |
| 30D | -6.4% | -3.4% | -3.1% | -5.6% |
| 3M | +1.0% | +3.8% | -2.7% | -0.2% |
| 6M | -0.4% | -17.9% | +17.5% | +4.7% |
| YTD | +20.0% | -23.6% | +43.6% | +28.3% |
| 1Y | +22.8% | -23.1% | +45.9% | +30.7% |
| 3Y | +12.3% | -31.5% | +43.8% | +23.6% |
| 5Y | -6.4% | -33.1% | +26.7% | -0.4% |
| All | -6.4% | -33.9% | +27.5% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling