+42,297.2%
SBUX vs MMM
+2,153.0%
+40,144.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -3.1% | -3.3% | +0.2% | -1.5% |
| 30D | -0.9% | -7.0% | +6.1% | +2.7% |
| 3M | +11.6% | +10.8% | +0.8% | +5.6% |
| 6M | +8.8% | +5.8% | +3.0% | +4.8% |
| YTD | +26.3% | +6.8% | +19.5% | +20.7% |
| 1Y | +23.1% | +10.4% | +12.7% | +15.4% |
| 3Y | +15.0% | +104.7% | -89.7% | -24.6% |
| 5Y | +0.4% | +23.6% | -23.2% | -15.9% |
| 10Y | +130.7% | +54.1% | +76.6% | +63.0% |
| All | +42,297.2% | +2,153.0% | +40,144.2% | +8,551.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling