+32.7%
SBUX vs MS
+16.8%
+15.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +3.4% |
| 7D | +4.8% | +0.7% | +4.1% | +4.8% |
| 30D | +20.6% | -0.9% | +21.5% | +20.7% |
| 3M | +4.3% | -13.0% | +17.2% | +5.3% |
| 6M | +5.5% | -2.0% | +7.5% | +4.0% |
| YTD | +32.3% | +7.8% | +24.5% | +27.0% |
| All | +32.7% | +16.8% | +15.9% | +24.2% |
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