+14.8%
SBUX vs MMM
+164.6%
-149.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.2% |
| 7D | +4.8% | +5.8% | -0.9% | +3.0% |
| 30D | +20.6% | +17.9% | +2.7% | +14.7% |
| 3M | +4.3% | +3.6% | +0.7% | +3.0% |
| 6M | +5.5% | +32.9% | -27.4% | -3.7% |
| YTD | +32.3% | +19.5% | +12.8% | +24.4% |
| 1Y | +31.2% | +16.5% | +14.6% | +24.3% |
| 3Y | +14.8% | +167.2% | -152.3% | -7.8% |
| All | +14.8% | +164.6% | -149.8% | -7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling