+10.5%
SBUX vs MPWR
+182.1%
-171.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.9% | -9.0% | -1.9% |
| 7D | +0.2% | +17.3% | -17.1% | -3.4% |
| 30D | +19.1% | +12.1% | +7.0% | +15.4% |
| 3M | +3.6% | +5.6% | -2.0% | +1.3% |
| 6M | +5.1% | -10.7% | +15.8% | +5.0% |
| YTD | +32.9% | +64.0% | -31.1% | +13.9% |
| 1Y | +30.4% | +55.9% | -25.5% | +13.0% |
| 3Y | +13.0% | +199.5% | -186.5% | -23.0% |
| 5Y | +10.5% | +176.6% | -166.0% | -31.7% |
| All | +10.5% | +182.1% | -171.6% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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