+125.0%
SBUX vs MUB
+16.7%
+108.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | 0.0% |
| 7D | -6.2% | -1.2% | -5.0% | -4.9% |
| 30D | -6.4% | -2.8% | -3.7% | -3.4% |
| 3M | +1.0% | -3.1% | +4.1% | +4.6% |
| 6M | -0.4% | -2.9% | +2.5% | +2.9% |
| YTD | +20.0% | -2.0% | +22.0% | +22.7% |
| 1Y | +22.8% | 0.0% | +22.8% | +22.7% |
| 3Y | +12.3% | +7.4% | +4.9% | +2.6% |
| 5Y | -6.4% | +0.8% | -7.2% | -7.9% |
| All | +125.0% | +16.7% | +108.3% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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