+620.2%
ADI vs SBUX
+146.3%
+473.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +9.5% | +1.6% | +7.9% | +8.7% |
| 30D | -1.4% | +14.8% | -16.2% | -8.2% |
| 3M | +4.7% | -0.8% | +5.5% | +4.8% |
| 6M | -7.4% | +2.2% | -9.7% | -9.3% |
| YTD | +48.1% | +29.5% | +18.6% | +27.1% |
| 1Y | +69.6% | +27.0% | +42.6% | +46.9% |
| 3Y | +144.4% | +10.9% | +133.4% | +118.9% |
| 5Y | +134.1% | +7.4% | +126.7% | +108.7% |
| All | +620.2% | +146.3% | +473.9% | +322.2% |
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