+123.9%
SBUX vs MTCH
+208.0%
-84.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.8% |
| 7D | -5.5% | +1.3% | -6.8% | -5.7% |
| 30D | -8.5% | +15.9% | -24.3% | -11.2% |
| 3M | -2.9% | +23.3% | -26.2% | -7.2% |
| 6M | -1.5% | +40.1% | -41.7% | -8.4% |
| YTD | +19.4% | +33.6% | -14.2% | +11.9% |
| 1Y | +22.9% | +14.1% | +8.9% | +18.8% |
| 3Y | +11.3% | +1.4% | +9.9% | +7.2% |
| 5Y | -6.9% | -73.1% | +66.3% | +10.7% |
| All | +123.9% | +208.0% | -84.1% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 10y: compounded portfolio wealth divided by compounded MTCH 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…
10y analysis · Full analysis span regression · 6 months rolling