+2,584.7%
AVGO vs SBUX
+155.1%
+2,429.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.0% |
| 7D | +6.1% | +0.2% | +5.9% | +6.2% |
| 30D | -2.7% | +19.1% | -21.8% | -10.9% |
| 3M | -16.9% | +3.6% | -20.5% | -18.6% |
| 6M | -19.1% | +5.1% | -24.3% | -21.9% |
| YTD | +0.3% | +32.9% | -32.6% | -14.8% |
| 1Y | -1.2% | +30.4% | -31.6% | -15.7% |
| 3Y | +272.4% | +13.0% | +259.5% | +228.1% |
| 5Y | +579.0% | +10.5% | +568.5% | +491.4% |
| 10Y | +2,584.7% | +152.8% | +2,432.0% | +1,362.6% |
| All | +2,584.7% | +155.1% | +2,429.6% | +1,362.6% |
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