+1,906.2%
SBUX vs MOH
+1,330.6%
+575.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.0% | -1.4% |
| 7D | -6.2% | -1.3% | -4.9% | -6.0% |
| 30D | -6.4% | +3.0% | -9.4% | -7.0% |
| 3M | +1.0% | +1.2% | -0.2% | +0.5% |
| 6M | -0.4% | +41.7% | -42.1% | -7.3% |
| YTD | +20.0% | +15.4% | +4.6% | +14.3% |
| 1Y | +22.8% | +11.8% | +11.0% | +16.8% |
| 3Y | +12.3% | -37.5% | +49.8% | +14.8% |
| 5Y | -6.4% | -20.6% | +14.2% | -9.7% |
| 10Y | +126.5% | +255.8% | -129.3% | +53.3% |
| All | +1,906.2% | +1,330.6% | +575.7% | +839.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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