+3.0%
SBUX vs MLM
+23.5%
-20.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | 0.0% |
| 7D | +1.7% | -4.1% | +5.8% | +3.3% |
| 30D | +12.6% | +8.2% | +4.5% | +9.3% |
| 3M | +0.8% | -3.6% | +4.4% | +2.0% |
| 6M | +0.2% | -15.6% | +15.7% | +6.0% |
| YTD | +27.4% | -16.4% | +43.9% | +34.2% |
| 1Y | +31.5% | -14.3% | +45.8% | +37.0% |
| 3Y | +9.3% | +19.3% | -10.0% | -6.1% |
| All | +3.0% | +23.5% | -20.5% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling