+67.8%
SBUX vs MP
+271.0%
-203.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +0.2% | +2.3% | -2.1% | 0.0% |
| 30D | +19.1% | -15.3% | +34.4% | +20.3% |
| 3M | +3.6% | -33.5% | +37.1% | +6.3% |
| 6M | +5.1% | -45.5% | +50.6% | +8.8% |
| YTD | +32.9% | -27.3% | +60.2% | +33.5% |
| 1Y | +30.4% | -40.7% | +71.1% | +32.8% |
| 3Y | +13.0% | +145.9% | -132.9% | -4.6% |
| 5Y | +10.5% | -13.9% | +24.4% | +1.3% |
| All | +67.8% | +271.0% | -203.2% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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