+23.1%
SBUX vs MKSI
+162.5%
-139.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.5% | -1.5% |
| 7D | -3.1% | +1.8% | -4.9% | -3.2% |
| 30D | -0.9% | -16.8% | +15.9% | 0.0% |
| 3M | +11.6% | -21.1% | +32.7% | +11.3% |
| 6M | +8.8% | +10.8% | -2.1% | +4.1% |
| YTD | +26.3% | +63.3% | -37.0% | +16.1% |
| 1Y | +23.1% | +157.0% | -133.8% | +10.0% |
| All | +23.1% | +162.5% | -139.4% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling