-6.7%
SBUX vs MNDY
-76.8%
+70.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.4% | -0.7% |
| 7D | -5.5% | -4.6% | -0.8% | -5.0% |
| 30D | -8.5% | +1.0% | -9.5% | -8.9% |
| 3M | -2.9% | +9.1% | -12.0% | -4.5% |
| 6M | -1.5% | +14.2% | -15.7% | -4.5% |
| YTD | +19.4% | -41.1% | +60.5% | +25.1% |
| 1Y | +22.9% | -54.7% | +77.7% | +32.6% |
| 3Y | +11.3% | -50.6% | +61.9% | +13.3% |
| All | -6.7% | -76.8% | +70.1% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling