+148.0%
ADBE vs SBUX
+128.3%
+19.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.5% | -2.0% |
| 7D | -12.9% | -6.2% | -6.7% | -10.4% |
| 30D | -5.6% | -6.4% | +0.8% | -3.0% |
| 3M | +6.6% | +1.0% | +5.6% | +5.8% |
| 6M | -9.6% | -0.4% | -9.2% | -10.4% |
| YTD | -28.9% | +20.0% | -48.9% | -35.6% |
| 1Y | -28.9% | +22.8% | -51.7% | -36.6% |
| 3Y | -55.6% | +12.3% | -67.9% | -60.9% |
| 5Y | -62.2% | -6.4% | -55.8% | -63.9% |
| All | +148.0% | +128.3% | +19.8% | +50.6% |
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