+499.9%
ABBV vs SBUX
+128.3%
+371.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | -2.0% | -6.2% | +4.2% | -0.7% |
| 30D | +2.0% | -6.4% | +8.4% | +3.3% |
| 3M | +14.2% | +1.0% | +13.1% | +13.8% |
| 6M | +14.1% | -0.4% | +14.5% | +13.8% |
| YTD | +14.2% | +20.0% | -5.7% | +9.2% |
| 1Y | +24.2% | +22.8% | +1.5% | +17.8% |
| 3Y | +89.8% | +12.3% | +77.5% | +79.2% |
| 5Y | +187.2% | -6.4% | +193.6% | +182.8% |
| All | +499.9% | +128.3% | +371.6% | +330.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SBUX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling