+85,040.9%
ASML vs SBUX
+19,534.4%
+65,506.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.7% | -8.3% | -5.5% |
| 7D | -10.0% | +6.3% | -16.3% | -12.3% |
| 30D | -19.4% | +16.2% | -35.6% | -24.4% |
| 3M | -12.5% | +5.1% | -17.6% | -14.6% |
| 6M | +8.2% | +5.7% | +2.5% | +4.7% |
| YTD | +40.7% | +32.6% | +8.1% | +23.7% |
| 1Y | +46.1% | +41.3% | +4.8% | +24.8% |
| 3Y | +138.5% | +15.2% | +123.2% | +113.4% |
| 5Y | +84.2% | +10.1% | +74.1% | +68.2% |
| 10Y | +1,505.1% | +158.0% | +1,347.1% | +940.5% |
| All | +85,040.9% | +19,534.4% | +65,506.6% | +13,917.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling