+9.3%
SBUX vs MP
+114.3%
-105.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.7% | -0.9% |
| 7D | +1.7% | -10.5% | +12.2% | +2.0% |
| 30D | +12.6% | -23.5% | +36.2% | +13.6% |
| 3M | +0.8% | -25.4% | +26.3% | +1.7% |
| 6M | +0.2% | -51.3% | +51.4% | +2.4% |
| YTD | +27.4% | -29.9% | +57.4% | +27.7% |
| 1Y | +31.5% | -31.8% | +63.3% | +31.6% |
| 3Y | +9.3% | +127.0% | -117.7% | -3.3% |
| All | +9.3% | +114.3% | -105.1% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling