+1,156.2%
ABBV vs SBUX
+399.7%
+756.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.1% |
| 7D | +0.4% | -3.1% | +3.5% | +1.2% |
| 30D | +4.2% | -0.9% | +5.0% | +4.3% |
| 3M | +14.8% | +11.6% | +3.2% | +11.7% |
| 6M | +10.3% | +8.8% | +1.5% | +7.7% |
| YTD | +14.9% | +26.3% | -11.4% | +7.7% |
| 1Y | +24.1% | +23.1% | +1.0% | +16.8% |
| 3Y | +91.9% | +15.0% | +77.0% | +78.6% |
| 5Y | +176.0% | +0.4% | +175.7% | +163.6% |
| 10Y | +502.9% | +130.7% | +372.3% | +304.2% |
| All | +1,156.2% | +399.7% | +756.5% | +568.7% |
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