+15.5%
SBUX vs MMM
+105.1%
-89.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -2.2% |
| 7D | -3.9% | -1.6% | -2.3% | -3.4% |
| 30D | -2.8% | -8.0% | +5.2% | -0.4% |
| 3M | +8.2% | +9.4% | -1.2% | +5.0% |
| 6M | +4.3% | +10.2% | -6.0% | +0.8% |
| YTD | +23.3% | +6.1% | +17.2% | +20.3% |
| 1Y | +24.3% | +10.8% | +13.5% | +19.6% |
| 3Y | +15.5% | +104.8% | -89.3% | -3.6% |
| All | +15.5% | +105.1% | -89.6% | -3.6% |
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