+27,771.0%
SBUX vs MS
+5,088.7%
+22,682.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +1.7% | -1.6% | +3.2% | +2.1% |
| 30D | +12.6% | -3.8% | +16.4% | +13.8% |
| 3M | +0.8% | -14.6% | +15.4% | +5.2% |
| 6M | +0.2% | -5.1% | +5.3% | +0.9% |
| YTD | +27.4% | +4.5% | +22.9% | +24.4% |
| 1Y | +31.5% | +13.5% | +17.9% | +25.2% |
| 3Y | +9.3% | +160.4% | -151.1% | -18.5% |
| 5Y | +1.5% | +112.9% | -111.4% | -20.4% |
| 10Y | +147.9% | +633.4% | -485.5% | +35.9% |
| All | +27,771.0% | +5,088.7% | +22,682.3% | +5,459.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling