+128.8%
SBUX vs MSCI
+594.9%
-466.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.4% | -0.9% |
| 7D | -3.9% | -2.1% | -1.8% | -3.1% |
| 30D | -2.8% | -1.7% | -1.1% | -2.3% |
| 3M | +8.2% | -8.2% | +16.4% | +11.1% |
| 6M | +4.3% | -2.4% | +6.7% | +3.9% |
| YTD | +23.3% | -2.8% | +26.2% | +22.3% |
| 1Y | +24.3% | -2.7% | +26.9% | +22.4% |
| 3Y | +15.5% | +7.3% | +8.1% | +6.1% |
| 5Y | -2.7% | -11.4% | +8.7% | -6.6% |
| 10Y | +128.8% | +605.8% | -477.0% | +11.1% |
| All | +128.8% | +594.9% | -466.1% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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