+60.9%
SBUX vs MP
+257.7%
-196.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.7% | -1.0% |
| 7D | +1.7% | -10.5% | +12.2% | +2.4% |
| 30D | +12.6% | -23.5% | +36.2% | +14.6% |
| 3M | +0.8% | -25.4% | +26.3% | +2.6% |
| 6M | +0.2% | -51.3% | +51.4% | +4.5% |
| YTD | +27.4% | -29.9% | +57.4% | +28.4% |
| 1Y | +31.5% | -31.8% | +63.3% | +32.3% |
| 3Y | +9.3% | +127.0% | -117.7% | -7.1% |
| 5Y | +1.5% | -3.3% | +4.8% | -7.3% |
| All | +60.9% | +257.7% | -196.8% | +22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling