-7.4%
ABT vs SBUX
+7.0%
-14.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.3% | +1.6% | -2.9% | -1.6% |
| 30D | +6.0% | +14.8% | -8.8% | +3.3% |
| 3M | -1.9% | -0.8% | -1.1% | -1.8% |
| 6M | +31.2% | +2.2% | +28.9% | +30.4% |
| YTD | -11.2% | +29.5% | -40.7% | -16.2% |
| 1Y | -14.0% | +27.0% | -41.0% | -18.5% |
| 3Y | +20.7% | +10.9% | +9.7% | +17.5% |
| All | -7.4% | +7.0% | -14.4% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling