+152.8%
SBUX vs MS
+575.8%
-423.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.8% |
| 7D | +0.2% | -1.7% | +1.9% | +0.9% |
| 30D | +19.1% | +0.9% | +18.1% | +18.4% |
| 3M | +3.6% | -10.8% | +14.5% | +8.6% |
| 6M | +5.1% | +0.9% | +4.2% | +3.2% |
| YTD | +32.9% | +9.8% | +23.1% | +24.4% |
| 1Y | +30.4% | +17.1% | +13.3% | +18.2% |
| 3Y | +13.0% | +175.7% | -162.7% | -33.7% |
| 5Y | +10.5% | +125.9% | -115.3% | -29.9% |
| 10Y | +152.8% | +556.2% | -403.4% | -4.8% |
| All | +152.8% | +575.8% | -423.1% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling