+2,789.9%
AVGO vs SBUX
+130.2%
+2,659.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.2% |
| 7D | -0.8% | -6.3% | +5.5% | +2.5% |
| 30D | -13.7% | -3.9% | -9.9% | -12.1% |
| 3M | -6.9% | +3.3% | -10.2% | -9.1% |
| 6M | +5.8% | +1.4% | +4.3% | +3.9% |
| YTD | +5.7% | +21.0% | -15.3% | -5.8% |
| 1Y | +9.0% | +22.4% | -13.4% | -4.4% |
| 3Y | +340.5% | +13.2% | +327.3% | +282.5% |
| 5Y | +711.1% | -5.2% | +716.2% | +667.3% |
| All | +2,789.9% | +130.2% | +2,659.7% | +1,522.1% |
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