+1,354.0%
ABBV vs SBUX
+412.2%
+941.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +1.3% | +1.6% | -0.3% | +0.9% |
| 30D | +4.7% | +14.8% | -10.1% | +1.2% |
| 3M | +18.3% | -0.8% | +19.1% | +18.4% |
| 6M | +43.4% | +2.2% | +41.2% | +42.2% |
| YTD | +33.0% | +29.5% | +3.5% | +23.8% |
| 1Y | +30.8% | +27.0% | +3.8% | +22.3% |
| 3Y | +135.1% | +10.9% | +124.2% | +121.8% |
| 5Y | +201.2% | +7.4% | +193.8% | +182.1% |
| 10Y | +602.7% | +146.3% | +456.4% | +360.1% |
| All | +1,354.0% | +412.2% | +941.8% | +668.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling