+10.9%
SBUX vs MTB
+106.3%
-95.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +1.6% | +1.5% | 0.0% | +1.0% |
| 30D | +14.8% | +2.3% | +12.5% | +14.0% |
| 3M | -0.8% | -12.1% | +11.3% | +3.7% |
| 6M | +2.2% | +9.8% | -7.6% | -1.2% |
| YTD | +29.5% | +12.0% | +17.5% | +24.0% |
| 1Y | +27.0% | +22.0% | +5.0% | +18.0% |
| 3Y | +10.9% | +107.6% | -96.7% | -4.4% |
| All | +10.9% | +106.3% | -95.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling