+365.7%
ALAB vs SBUX
+18.5%
+347.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.6% | -6.1% |
| 7D | +3.2% | -3.9% | +7.1% | +4.6% |
| 30D | -13.6% | -2.8% | -10.7% | -12.8% |
| 3M | -16.6% | +8.2% | -24.8% | -19.4% |
| 6M | +142.3% | +4.3% | +138.1% | +136.9% |
| YTD | +73.6% | +23.3% | +50.3% | +59.5% |
| 1Y | +33.7% | +24.3% | +9.4% | +21.3% |
| All | +365.7% | +18.5% | +347.2% | +324.7% |
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