+63.5%
SBUX vs MP
+291.5%
-228.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.4% |
| 7D | +1.6% | +9.5% | -7.9% | +0.9% |
| 30D | +14.8% | -3.0% | +17.8% | +14.9% |
| 3M | -0.8% | -30.4% | +29.6% | +1.4% |
| 6M | +2.2% | -39.2% | +41.4% | +5.0% |
| YTD | +29.5% | -23.3% | +52.7% | +29.6% |
| 1Y | +27.0% | -32.6% | +59.7% | +28.2% |
| 3Y | +10.9% | +159.3% | -148.3% | -6.6% |
| 5Y | +7.4% | -16.4% | +23.9% | -1.7% |
| All | +63.5% | +291.5% | -228.1% | +23.7% |
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