+31,416.6%
AVGO vs SBUX
+1,444.8%
+29,971.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.9% |
| 7D | -3.0% | -3.1% | +0.2% | -1.4% |
| 30D | -14.4% | -0.9% | -13.6% | -14.1% |
| 3M | -14.4% | +11.6% | -26.0% | -19.7% |
| 6M | +13.1% | +8.8% | +4.3% | +7.3% |
| YTD | +3.8% | +26.3% | -22.5% | -9.4% |
| 1Y | +17.8% | +23.1% | -5.4% | +3.0% |
| 3Y | +325.3% | +15.0% | +310.3% | +266.8% |
| 5Y | +689.9% | +0.4% | +689.6% | +619.1% |
| 10Y | +2,597.0% | +130.7% | +2,466.3% | +1,406.2% |
| All | +31,416.6% | +1,444.8% | +29,971.8% | +7,309.6% |
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 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