+41,298.9%
SBUX vs MKC
+1,819.7%
+39,479.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.2% |
| 7D | -3.9% | -4.3% | +0.4% | -2.3% |
| 30D | -2.8% | -2.0% | -0.8% | -2.2% |
| 3M | +8.2% | +10.0% | -1.8% | +4.1% |
| 6M | +4.3% | -18.5% | +22.8% | +11.4% |
| YTD | +23.3% | -22.4% | +45.8% | +33.6% |
| 1Y | +24.3% | -23.6% | +47.9% | +35.1% |
| 3Y | +15.5% | -30.4% | +45.9% | +28.0% |
| 5Y | -2.7% | -34.2% | +31.5% | +8.4% |
| 10Y | +128.8% | +26.8% | +102.0% | +92.2% |
| All | +41,298.9% | +1,819.7% | +39,479.2% | +15,724.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling