+77,094.7%
ASML vs SBUX
+18,900.8%
+58,193.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -8.0% |
| 7D | -19.0% | +0.6% | -19.7% | -19.2% |
| 30D | -25.9% | +10.5% | -36.4% | -29.0% |
| 3M | -19.1% | +0.7% | -19.8% | -19.6% |
| 6M | -5.7% | +2.3% | -8.1% | -7.5% |
| YTD | +27.6% | +28.4% | -0.8% | +13.8% |
| 1Y | +30.8% | +31.4% | -0.6% | +15.1% |
| 3Y | +116.2% | +11.5% | +104.7% | +96.2% |
| 5Y | +67.7% | +2.2% | +65.4% | +58.0% |
| 10Y | +1,355.3% | +149.7% | +1,205.7% | +856.9% |
| All | +77,094.7% | +18,900.8% | +58,193.9% | +12,790.8% |
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