+44,521.2%
SBUX vs MMM
+2,431.1%
+42,090.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +4.9% | +7.0% | -2.0% | +1.4% |
| 30D | +21.2% | +18.4% | +2.8% | +11.3% |
| 3M | +5.7% | +4.5% | +1.2% | +3.1% |
| 6M | +6.0% | +33.4% | -27.4% | -9.0% |
| YTD | +32.9% | +20.0% | +13.0% | +19.6% |
| 1Y | +33.3% | +15.0% | +18.3% | +22.5% |
| 3Y | +13.0% | +165.0% | -152.0% | -35.0% |
| 5Y | +8.8% | +47.9% | -39.1% | -16.9% |
| 10Y | +154.6% | +79.6% | +75.0% | +66.2% |
| All | +44,521.2% | +2,431.1% | +42,090.0% | +8,472.4% |
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