+132.9%
ADBE vs SBUX
+146.7%
-13.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.4% |
| 7D | -3.2% | +1.0% | -4.2% | -3.7% |
| 30D | +1.0% | +16.6% | -15.6% | -5.7% |
| 3M | -7.8% | -0.6% | -7.2% | -7.9% |
| 6M | -1.0% | +1.8% | -2.8% | -2.4% |
| YTD | -31.8% | +29.7% | -61.5% | -40.4% |
| 1Y | -29.2% | +26.1% | -55.3% | -37.5% |
| 3Y | -60.1% | +10.3% | -70.3% | -64.0% |
| 5Y | -63.7% | +7.6% | -71.3% | -67.5% |
| All | +132.9% | +146.7% | -13.8% | +35.8% |
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