+11.3%
SBUX vs MKSI
+190.8%
-179.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.9% |
| 7D | -5.5% | +2.7% | -8.2% | -6.0% |
| 30D | -8.5% | -12.8% | +4.3% | -6.3% |
| 3M | -2.9% | -22.5% | +19.6% | -0.3% |
| 6M | -1.5% | +19.4% | -20.9% | -9.1% |
| YTD | +19.4% | +67.7% | -48.3% | +0.7% |
| 1Y | +22.9% | +131.4% | -108.5% | -5.6% |
| 3Y | +11.3% | +197.3% | -186.0% | -25.7% |
| All | +11.3% | +190.8% | -179.5% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling