+234.1%
ABT vs SBUX
+146.3%
+87.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.3% | +1.6% | -2.9% | -1.7% |
| 30D | +6.0% | +14.8% | -8.8% | +1.9% |
| 3M | -1.9% | -0.8% | -1.1% | -1.8% |
| 6M | +31.2% | +2.2% | +28.9% | +30.0% |
| YTD | -11.2% | +29.5% | -40.7% | -18.4% |
| 1Y | -14.0% | +27.0% | -41.0% | -20.6% |
| 3Y | +20.7% | +10.9% | +9.7% | +12.7% |
| 5Y | -6.7% | +7.4% | -14.1% | -14.0% |
| All | +234.1% | +146.3% | +87.8% | +126.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling