+44,496.8%
SBUX vs MSI
+3,494.4%
+41,002.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.5% |
| 7D | +0.2% | +7.7% | -7.5% | -2.0% |
| 30D | +19.1% | +19.9% | -0.8% | +13.0% |
| 3M | +3.6% | +14.9% | -11.3% | -0.5% |
| 6M | +5.1% | +37.2% | -32.1% | -4.5% |
| YTD | +32.9% | +40.8% | -7.9% | +19.2% |
| 1Y | +30.4% | +38.1% | -7.7% | +17.5% |
| 3Y | +13.0% | +77.7% | -64.7% | -6.2% |
| 5Y | +10.5% | +129.0% | -118.5% | -14.8% |
| 10Y | +152.8% | +671.3% | -518.5% | +39.1% |
| All | +44,496.8% | +3,494.4% | +41,002.4% | +11,672.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling