+145.4%
SBUX vs MSCI
+799.8%
-654.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.8% |
| 7D | +1.0% | -0.7% | +1.7% | +1.3% |
| 30D | +16.6% | +16.2% | +0.4% | +9.9% |
| 3M | -0.6% | +16.1% | -16.7% | -6.5% |
| 6M | +1.8% | +12.9% | -11.1% | -4.1% |
| YTD | +29.7% | +14.8% | +14.9% | +20.2% |
| 1Y | +26.1% | +13.8% | +12.3% | +17.3% |
| 3Y | +10.3% | +31.2% | -21.0% | -6.7% |
| 5Y | +7.6% | +5.6% | +2.1% | -3.4% |
| All | +145.4% | +799.8% | -654.4% | +9.5% |
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