+154.6%
SBUX vs MLM
+149.0%
+5.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +4.9% | -2.9% | +7.8% | +6.1% |
| 30D | +21.2% | +10.4% | +10.7% | +16.9% |
| 3M | +5.7% | -3.7% | +9.4% | +7.0% |
| 6M | +6.0% | -10.3% | +16.3% | +9.3% |
| YTD | +32.9% | -14.8% | +47.7% | +38.9% |
| 1Y | +33.3% | -13.9% | +47.2% | +38.7% |
| 3Y | +13.0% | +18.4% | -5.4% | +2.1% |
| 5Y | +8.8% | +31.8% | -23.0% | -7.4% |
| 10Y | +154.6% | +143.4% | +11.2% | +58.8% |
| All | +154.6% | +149.0% | +5.6% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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