+67.7%
ASML vs SBUX
+5.5%
+62.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -7.8% |
| 7D | -19.0% | +0.6% | -19.7% | -19.3% |
| 30D | -25.9% | +10.5% | -36.4% | -29.5% |
| 3M | -19.1% | +0.7% | -19.8% | -19.6% |
| 6M | -5.7% | +2.3% | -8.1% | -7.7% |
| YTD | +27.6% | +28.4% | -0.8% | +10.5% |
| 1Y | +30.8% | +31.4% | -0.6% | +11.4% |
| 3Y | +116.2% | +11.5% | +104.7% | +98.1% |
| 5Y | +67.7% | +2.2% | +65.4% | +51.2% |
| All | +67.7% | +5.5% | +62.1% | +51.2% |
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 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