+78.7%
SBUX vs MRNA
+554.4%
-475.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.4% | -5.9% | -0.6% |
| 7D | -5.5% | -1.1% | -4.4% | -5.5% |
| 30D | -8.5% | +126.1% | -134.6% | -12.3% |
| 3M | -2.9% | +190.0% | -192.9% | -8.4% |
| 6M | -1.5% | +157.2% | -158.8% | -6.7% |
| YTD | +19.4% | +388.2% | -368.8% | +9.2% |
| 1Y | +22.9% | +467.0% | -444.1% | +11.4% |
| 3Y | +11.3% | +36.1% | -24.8% | +5.2% |
| 5Y | -6.9% | -68.0% | +61.1% | -12.0% |
| All | +78.7% | +554.4% | -475.7% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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