+82.7%
ASML vs SBUX
+7.0%
+75.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | 0.0% |
| 7D | +4.9% | +1.6% | +3.4% | +4.2% |
| 30D | -9.3% | +14.8% | -24.1% | -15.1% |
| 3M | -19.0% | -0.8% | -18.2% | -18.9% |
| 6M | -5.2% | +2.2% | -7.4% | -7.1% |
| YTD | +40.6% | +29.5% | +11.2% | +21.3% |
| 1Y | +47.5% | +27.0% | +20.5% | +28.1% |
| 3Y | +133.9% | +10.9% | +122.9% | +115.8% |
| All | +82.7% | +7.0% | +75.6% | +63.9% |
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