+3.0%
SBUX vs MP
-5.6%
+8.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.7% | -1.1% |
| 7D | +1.7% | -10.5% | +12.2% | +2.5% |
| 30D | +12.6% | -23.5% | +36.2% | +14.9% |
| 3M | +0.8% | -25.4% | +26.3% | +2.9% |
| 6M | +0.2% | -51.3% | +51.4% | +5.4% |
| YTD | +27.4% | -29.9% | +57.4% | +28.4% |
| 1Y | +31.5% | -31.8% | +63.3% | +32.2% |
| 3Y | +9.3% | +127.0% | -117.7% | -13.9% |
| All | +3.0% | -5.6% | +8.6% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling