+128.8%
SBUX vs MPC
+1,138.6%
-1,009.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.6% | -2.9% |
| 7D | -3.9% | +3.9% | -7.8% | -4.8% |
| 30D | -2.8% | +33.8% | -36.6% | -9.5% |
| 3M | +8.2% | +49.9% | -41.7% | -2.2% |
| 6M | +4.3% | +80.9% | -76.7% | -10.6% |
| YTD | +23.3% | +147.4% | -124.1% | -2.5% |
| 1Y | +24.3% | +123.2% | -98.9% | +0.5% |
| 3Y | +15.5% | +171.7% | -156.3% | -13.0% |
| 5Y | -2.7% | +678.6% | -681.3% | -44.9% |
| 10Y | +128.8% | +1,134.0% | -1,005.2% | +4.2% |
| All | +128.8% | +1,138.6% | -1,009.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 10y: compounded portfolio wealth divided by compounded MPC 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…
10y analysis · Full analysis span regression · 6 months rolling