+145.0%
SBUX vs MMM
+73.3%
+71.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.4% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | +14.8% | +11.7% | +3.1% | +9.6% |
| 3M | -0.8% | +1.0% | -1.8% | -1.4% |
| 6M | +2.2% | +26.0% | -23.8% | -7.8% |
| YTD | +29.5% | +16.3% | +13.1% | +20.2% |
| 1Y | +27.0% | +9.6% | +17.4% | +21.0% |
| 3Y | +10.9% | +157.3% | -146.4% | -29.5% |
| 5Y | +7.4% | +42.5% | -35.1% | -10.1% |
| All | +145.0% | +73.3% | +71.7% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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