+41,298.9%
SBUX vs MTB
+4,135.4%
+37,163.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -3.9% | +2.8% | -6.7% | -4.9% |
| 30D | -2.8% | -4.2% | +1.4% | -1.2% |
| 3M | +8.2% | +7.8% | +0.4% | +5.0% |
| 6M | +4.3% | +14.8% | -10.6% | -1.5% |
| YTD | +23.3% | +20.8% | +2.6% | +14.1% |
| 1Y | +24.3% | +23.1% | +1.2% | +14.0% |
| 3Y | +15.5% | +114.8% | -99.4% | -16.6% |
| 5Y | -2.7% | +103.3% | -106.0% | -30.8% |
| 10Y | +128.8% | +173.0% | -44.1% | +31.9% |
| All | +41,298.9% | +4,135.4% | +37,163.5% | +11,735.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling