+128.3%
SBUX vs MSI
+593.5%
-465.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.3% | -1.6% |
| 7D | -6.3% | -4.0% | -2.3% | -4.4% |
| 30D | -3.9% | -0.5% | -3.4% | -3.8% |
| 3M | +3.3% | +11.4% | -8.1% | -2.5% |
| 6M | +1.4% | +1.0% | +0.5% | -0.3% |
| YTD | +21.0% | +20.7% | +0.3% | +8.1% |
| 1Y | +22.4% | -2.7% | +25.1% | +21.5% |
| 3Y | +13.2% | +68.2% | -55.0% | -18.3% |
| 5Y | -5.2% | +100.0% | -105.1% | -38.7% |
| 10Y | +128.3% | +596.9% | -468.5% | -10.0% |
| All | +128.3% | +593.5% | -465.2% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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