+37,560.2%
ADI vs SBUX
+43,306.7%
-5,746.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | +0.4% | -3.1% | +3.6% | +1.7% |
| 30D | -3.8% | -0.9% | -2.9% | -3.5% |
| 3M | -15.3% | +11.6% | -26.9% | -19.2% |
| 6M | +6.7% | +8.8% | -2.1% | +2.5% |
| YTD | +34.8% | +26.3% | +8.5% | +21.9% |
| 1Y | +49.0% | +23.1% | +25.9% | +35.6% |
| 3Y | +108.1% | +15.0% | +93.1% | +89.1% |
| 5Y | +142.4% | +0.4% | +142.1% | +130.5% |
| 10Y | +589.9% | +130.7% | +459.2% | +374.5% |
| All | +37,560.2% | +43,306.7% | -5,746.5% | +4,620.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling