+26.1%
SBUX vs MP
-39.6%
+65.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.4% | -2.4% |
| 7D | +1.0% | +11.0% | -10.0% | +0.9% |
| 30D | +16.6% | -11.7% | +28.3% | +16.6% |
| 3M | -0.6% | -30.8% | +30.2% | -0.4% |
| 6M | +1.8% | -42.9% | +44.7% | +2.2% |
| YTD | +29.7% | -25.9% | +55.6% | +28.8% |
| 1Y | +26.1% | -37.3% | +63.3% | +24.8% |
| All | +26.1% | -39.6% | +65.7% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling