+148.7%
SBUX vs MLM
+167.5%
-18.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.5% | +1.3% | +2.9% |
| 7D | +4.8% | -3.8% | +8.7% | +6.4% |
| 30D | +20.6% | +11.0% | +9.6% | +16.2% |
| 3M | +4.3% | -3.1% | +7.3% | +5.3% |
| 6M | +5.5% | -9.8% | +15.3% | +8.6% |
| YTD | +32.3% | -14.4% | +46.7% | +38.0% |
| 1Y | +31.2% | -12.6% | +43.7% | +35.7% |
| 3Y | +14.8% | +19.7% | -4.9% | +3.3% |
| 5Y | +8.0% | +29.8% | -21.8% | -7.6% |
| 10Y | +148.7% | +153.5% | -4.8% | +55.6% |
| All | +148.7% | +167.5% | -18.7% | +55.6% |
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