+42,428.8%
ADI vs SBUX
+45,558.7%
-3,130.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +0.7% | +0.2% | +0.5% | +0.8% |
| 30D | +0.7% | +19.1% | -18.4% | -6.0% |
| 3M | +6.5% | +3.6% | +2.9% | +4.8% |
| 6M | -2.7% | +5.1% | -7.8% | -5.2% |
| YTD | +52.2% | +32.9% | +19.3% | +34.7% |
| 1Y | +77.5% | +30.4% | +47.1% | +58.1% |
| 3Y | +148.8% | +13.0% | +135.8% | +127.7% |
| 5Y | +142.9% | +10.5% | +132.3% | +122.6% |
| 10Y | +653.2% | +152.8% | +500.4% | +399.8% |
| All | +42,428.8% | +45,558.7% | -3,130.0% | +5,118.2% |
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 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