+1,092.6%
SBUX vs MSCI
+3,095.4%
-2,002.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.1% |
| 7D | +1.7% | +2.8% | -1.1% | +0.7% |
| 30D | +12.6% | +15.4% | -2.8% | +6.8% |
| 3M | +0.8% | +13.4% | -12.6% | -4.0% |
| 6M | +0.2% | +10.9% | -10.7% | -4.6% |
| YTD | +27.4% | +13.0% | +14.5% | +19.6% |
| 1Y | +31.5% | +12.0% | +19.4% | +23.8% |
| 3Y | +9.3% | +34.1% | -24.8% | -6.5% |
| 5Y | +1.5% | +3.9% | -2.4% | -6.7% |
| 10Y | +147.9% | +802.0% | -654.1% | +0.5% |
| All | +1,092.6% | +3,095.4% | -2,002.8% | +181.2% |
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