+41.3%
SBUX vs MO
+45.9%
-4.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.4% | +3.3% | +4.6% |
| 7D | +6.3% | +6.9% | -0.6% | +5.6% |
| 30D | +16.2% | +14.9% | +1.2% | +15.0% |
| 3M | +5.1% | +16.4% | -11.3% | +4.1% |
| 6M | +5.7% | +9.6% | -3.9% | +4.5% |
| YTD | +32.6% | +41.8% | -9.2% | +29.1% |
| 1Y | +41.3% | +45.3% | -4.0% | +34.1% |
| All | +41.3% | +45.9% | -4.6% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling