+24.3%
SBUX vs MS
+49.1%
-24.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -3.9% | +2.5% | -6.4% | -4.1% |
| 30D | -2.8% | 0.0% | -2.8% | -2.9% |
| 3M | +8.2% | +2.4% | +5.8% | +7.4% |
| 6M | +4.3% | +36.4% | -32.1% | -2.3% |
| YTD | +23.3% | +23.8% | -0.5% | +17.4% |
| 1Y | +24.3% | +48.6% | -24.3% | +15.5% |
| All | +24.3% | +49.1% | -24.8% | +15.5% |
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