+130.1%
SBUX vs MOS
+8.6%
+121.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.5% |
| 7D | -3.1% | +9.5% | -12.7% | -4.8% |
| 30D | -0.9% | +10.4% | -11.3% | -2.8% |
| 3M | +11.6% | +12.9% | -1.3% | +8.6% |
| 6M | +8.8% | +1.2% | +7.5% | +7.3% |
| YTD | +26.3% | +9.3% | +17.0% | +22.6% |
| 1Y | +23.1% | -18.0% | +41.1% | +25.5% |
| 3Y | +15.0% | -29.0% | +44.0% | +18.0% |
| 5Y | +0.4% | -9.6% | +9.9% | -6.2% |
| All | +130.1% | +8.6% | +121.5% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling