+1.6%
SBUX vs MP
+58.1%
-56.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.4% |
| 7D | -3.1% | -2.9% | -0.3% | -2.9% |
| 30D | -0.9% | +13.8% | -14.7% | -2.0% |
| 3M | +11.6% | -16.7% | +28.3% | +12.7% |
| 6M | +8.8% | -11.5% | +20.3% | +8.6% |
| YTD | +26.3% | +7.9% | +18.4% | +23.3% |
| 1Y | +23.1% | -15.0% | +38.2% | +21.3% |
| 3Y | +15.0% | +153.5% | -138.6% | -6.2% |
| All | +1.6% | +58.1% | -56.5% | -10.1% |
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 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