+3.0%
SBUX vs MPC
+527.1%
-524.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | +1.7% | -16.2% | +17.9% | +5.1% |
| 30D | +12.6% | -15.7% | +28.4% | +16.0% |
| 3M | +0.8% | +24.9% | -24.1% | -4.9% |
| 6M | +0.2% | +52.7% | -52.5% | -9.9% |
| YTD | +27.4% | +131.9% | -104.4% | +2.6% |
| 1Y | +31.5% | +96.6% | -65.2% | +10.1% |
| 3Y | +9.3% | +163.8% | -154.5% | -17.6% |
| All | +3.0% | +527.1% | -524.1% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling