+42,297.2%
SBUX vs MSI
+3,035.2%
+39,262.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -3.1% | -3.7% | +0.6% | -2.1% |
| 30D | -0.9% | +6.8% | -7.7% | -2.9% |
| 3M | +11.6% | +14.3% | -2.7% | +7.1% |
| 6M | +8.8% | -1.6% | +10.4% | +8.4% |
| YTD | +26.3% | +22.8% | +3.5% | +17.9% |
| 1Y | +23.1% | -1.1% | +24.2% | +22.0% |
| 3Y | +15.0% | +70.5% | -55.5% | -3.5% |
| 5Y | +0.4% | +102.8% | -102.4% | -19.9% |
| 10Y | +130.7% | +597.4% | -466.7% | +30.8% |
| All | +42,297.2% | +3,035.2% | +39,262.0% | +11,544.0% |
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