+40,499.4%
SBUX vs MO
+7,909.2%
+32,590.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -6.3% | -2.4% | -3.9% | -5.7% |
| 30D | -3.9% | +3.6% | -7.4% | -4.8% |
| 3M | +3.3% | -3.7% | +7.0% | +3.9% |
| 6M | +1.4% | +4.5% | -3.1% | -0.3% |
| YTD | +21.0% | +21.5% | -0.5% | +14.0% |
| 1Y | +22.4% | +9.5% | +12.9% | +18.3% |
| 3Y | +13.2% | +93.6% | -80.3% | -6.8% |
| 5Y | -5.2% | +97.5% | -102.7% | -23.0% |
| 10Y | +128.3% | +111.2% | +17.2% | +78.0% |
| All | +40,499.4% | +7,909.2% | +32,590.2% | +18,620.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling