+42,678.7%
SBUX vs MOS
+64.1%
+42,614.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +1.7% | +21.6% | -19.9% | -2.1% |
| 30D | +12.6% | +12.0% | +0.7% | +9.9% |
| 3M | +0.8% | -3.9% | +4.7% | +0.9% |
| 6M | +0.2% | -3.3% | +3.5% | -0.3% |
| YTD | +27.4% | -4.6% | +32.1% | +26.2% |
| 1Y | +31.5% | -7.0% | +38.5% | +30.6% |
| 3Y | +9.3% | -24.4% | +33.7% | +10.9% |
| 5Y | +1.5% | -32.1% | +33.6% | +1.1% |
| 10Y | +147.9% | +10.3% | +137.6% | +103.6% |
| All | +42,678.7% | +64.1% | +42,614.6% | +28,212.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling