+646.7%
SBUX vs MPC
+2,977.1%
-2,330.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | -3.1% | +5.4% | -8.6% | -4.4% |
| 30D | -0.9% | +31.0% | -31.8% | -7.2% |
| 3M | +11.6% | +46.0% | -34.4% | +1.5% |
| 6M | +8.8% | +77.3% | -68.5% | -6.2% |
| YTD | +26.3% | +141.9% | -115.6% | +0.6% |
| 1Y | +23.1% | +120.9% | -97.8% | -0.1% |
| 3Y | +15.0% | +182.7% | -167.7% | -14.0% |
| 5Y | +0.4% | +646.4% | -646.1% | -42.2% |
| 10Y | +130.7% | +1,138.7% | -1,008.0% | +4.3% |
| All | +646.7% | +2,977.1% | -2,330.4% | +127.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling