+13.9%
SBUX vs MP
+145.5%
-131.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.6% |
| 7D | +4.9% | -3.6% | +8.6% | +5.0% |
| 30D | +21.2% | -21.0% | +42.1% | +22.1% |
| 3M | +5.7% | -33.3% | +39.0% | +7.0% |
| 6M | +6.0% | -45.9% | +51.9% | +7.9% |
| YTD | +32.9% | -27.8% | +60.8% | +33.1% |
| 1Y | +33.3% | -43.2% | +76.5% | +34.6% |
| All | +13.9% | +145.5% | -131.6% | -0.1% |
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