+199.6%
ARM vs SBUX
+19.3%
+180.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.5% | -4.6% |
| 7D | +9.1% | +1.6% | +7.5% | +8.4% |
| 30D | -19.9% | +14.8% | -34.8% | -24.5% |
| 3M | -31.6% | -0.8% | -30.8% | -31.5% |
| 6M | -13.9% | +2.2% | -16.1% | -15.6% |
| YTD | +74.3% | +29.5% | +44.8% | +51.3% |
| 1Y | +35.8% | +27.0% | +8.8% | +18.5% |
| 3Y | +268.6% | +10.9% | +257.7% | +247.6% |
| All | +199.6% | +19.3% | +180.3% | +174.9% |
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