+1,082.0%
SBUX vs MSCI
+2,756.4%
-1,674.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -3.1% | +0.4% | -3.5% | -3.3% |
| 30D | -0.9% | +0.6% | -1.4% | -1.2% |
| 3M | +11.6% | -7.1% | +18.7% | +13.9% |
| 6M | +8.8% | +0.8% | +8.0% | +7.2% |
| YTD | +26.3% | +1.0% | +25.3% | +23.7% |
| 1Y | +23.1% | +4.3% | +18.8% | +18.4% |
| 3Y | +15.0% | +9.9% | +5.0% | +6.1% |
| 5Y | +0.4% | -6.8% | +7.1% | -4.2% |
| 10Y | +130.7% | +614.7% | -484.0% | +1.8% |
| All | +1,082.0% | +2,756.4% | -1,674.4% | +190.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling