+41.3%
SBUX vs MS
+22.2%
+19.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.2% | +0.5% | +4.3% |
| 7D | +6.3% | +2.6% | +3.7% | +6.0% |
| 30D | +16.2% | +2.6% | +13.6% | +15.8% |
| 3M | +5.1% | -10.1% | +15.2% | +5.7% |
| 6M | +5.7% | +4.4% | +1.4% | +3.4% |
| YTD | +32.6% | +11.7% | +20.9% | +27.2% |
| 1Y | +41.3% | +20.9% | +20.4% | +32.5% |
| All | +41.3% | +22.2% | +19.1% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 1y: compounded portfolio wealth divided by compounded MS 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…
1y analysis · Full analysis span regression · 6 months rolling