+10.3%
SBUX vs MOS
-29.7%
+40.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.1% |
| 7D | +0.2% | +5.5% | -5.3% | -0.7% |
| 30D | +19.1% | +21.0% | -1.9% | +15.2% |
| 3M | +3.6% | -0.5% | +4.1% | +3.2% |
| 6M | +5.1% | +6.6% | -1.5% | +3.0% |
| YTD | +32.9% | -2.8% | +35.6% | +31.4% |
| 1Y | +30.4% | -8.1% | +38.5% | +30.0% |
| 3Y | +13.0% | -25.6% | +38.6% | +14.0% |
| All | +10.3% | -29.7% | +40.0% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling