-61.5%
ADBE vs SBUX
-4.5%
-56.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.3% |
| 7D | -8.9% | -6.3% | -2.7% | -6.8% |
| 30D | -6.6% | -3.9% | -2.8% | -5.5% |
| 3M | +7.1% | +3.3% | +3.8% | +5.7% |
| 6M | -9.8% | +1.4% | -11.2% | -10.9% |
| YTD | -27.2% | +21.0% | -48.1% | -32.8% |
| 1Y | -28.0% | +22.4% | -50.4% | -34.2% |
| 3Y | -54.5% | +13.2% | -67.7% | -58.2% |
| 5Y | -61.5% | -5.2% | -56.3% | -64.1% |
| All | -61.5% | -4.5% | -56.9% | -64.1% |
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