+11.8%
SBUX vs MO
+95.5%
-83.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.0% |
| 7D | -6.2% | -1.0% | -5.2% | -6.1% |
| 30D | -6.4% | +5.8% | -12.2% | -7.1% |
| 3M | +1.0% | -4.5% | +5.6% | +1.4% |
| 6M | -0.4% | +5.7% | -6.1% | -1.5% |
| YTD | +20.0% | +23.1% | -3.2% | +15.5% |
| 1Y | +22.8% | +10.9% | +11.9% | +20.1% |
| All | +11.8% | +95.5% | -83.7% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling