+1,395.4%
ASML vs SBUX
+144.4%
+1,251.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.7% | +5.4% |
| 7D | -9.0% | +1.7% | -10.7% | -9.8% |
| 30D | -21.0% | +12.6% | -33.6% | -25.9% |
| 3M | -16.3% | +0.8% | -17.1% | -17.0% |
| 6M | -7.5% | +0.2% | -7.7% | -8.8% |
| YTD | +34.0% | +27.4% | +6.5% | +15.4% |
| 1Y | +39.3% | +31.5% | +7.8% | +17.4% |
| 3Y | +128.9% | +9.3% | +119.6% | +104.1% |
| 5Y | +76.1% | +1.5% | +74.6% | +60.4% |
| All | +1,395.4% | +144.4% | +1,251.0% | +764.6% |
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