+9.3%
SBUX vs MS
+157.8%
-148.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +1.7% | -1.6% | +3.2% | +2.2% |
| 30D | +12.6% | -3.8% | +16.4% | +13.8% |
| 3M | +0.8% | -14.6% | +15.4% | +5.3% |
| 6M | +0.2% | -5.1% | +5.3% | +0.3% |
| YTD | +27.4% | +4.5% | +22.9% | +22.5% |
| 1Y | +31.5% | +13.5% | +17.9% | +22.3% |
| 3Y | +9.3% | +160.4% | -151.1% | -21.0% |
| All | +9.3% | +157.8% | -148.6% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling