+43,351.9%
SBUX vs MTB
+3,827.7%
+39,524.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.9% |
| 3M | -0.8% | -12.1% | +11.3% | +4.3% |
| 6M | +2.2% | +9.8% | -7.6% | -1.6% |
| YTD | +29.5% | +12.0% | +17.5% | +23.3% |
| 1Y | +27.0% | +22.0% | +5.0% | +17.0% |
| 3Y | +10.9% | +107.6% | -96.7% | -18.6% |
| 5Y | +7.4% | +61.9% | -54.4% | -16.1% |
| 10Y | +146.3% | +116.3% | +30.0% | +56.2% |
| All | +43,351.9% | +3,827.7% | +39,524.2% | +12,690.2% |
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