+19,716.1%
SBUX vs MLM
+2,961.7%
+16,754.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | -3.1% | -2.9% | -0.2% | -2.1% |
| 30D | -0.9% | -6.8% | +5.9% | +1.6% |
| 3M | +11.6% | -11.2% | +22.8% | +15.8% |
| 6M | +8.8% | -21.8% | +30.6% | +17.8% |
| YTD | +26.3% | -17.0% | +43.3% | +33.3% |
| 1Y | +23.1% | -16.4% | +39.5% | +29.3% |
| 3Y | +15.0% | +14.5% | +0.5% | +5.9% |
| 5Y | +0.4% | +41.7% | -41.4% | -15.4% |
| 10Y | +130.7% | +200.0% | -69.4% | +38.2% |
| All | +19,716.1% | +2,961.7% | +16,754.4% | +4,617.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling