+1,351.1%
ABBV vs SBUX
+413.1%
+938.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.4% |
| 7D | +2.2% | +1.0% | +1.1% | +1.9% |
| 30D | +8.0% | +16.6% | -8.6% | +4.0% |
| 3M | +19.1% | -0.6% | +19.7% | +19.1% |
| 6M | +43.5% | +1.8% | +41.7% | +42.5% |
| YTD | +32.7% | +29.7% | +3.0% | +23.5% |
| 1Y | +30.0% | +26.1% | +4.0% | +21.8% |
| 3Y | +134.7% | +10.3% | +124.5% | +121.8% |
| 5Y | +200.6% | +7.6% | +193.0% | +181.4% |
| 10Y | +601.3% | +146.7% | +454.6% | +359.0% |
| All | +1,351.1% | +413.1% | +938.1% | +666.7% |
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