+26.6%
BA vs SBUX
+149.6%
-123.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | 0.0% | +4.9% | -4.9% | -2.9% |
| 30D | -8.9% | +21.2% | -30.1% | -18.9% |
| 3M | -25.5% | +5.7% | -31.2% | -28.3% |
| 6M | -27.0% | +6.0% | -33.0% | -30.3% |
| YTD | -20.1% | +32.9% | -53.1% | -34.4% |
| 1Y | -11.0% | +33.3% | -44.3% | -27.4% |
| 3Y | -11.8% | +13.0% | -24.9% | -25.1% |
| 5Y | -20.6% | +8.8% | -29.5% | -32.7% |
| 10Y | +26.6% | +154.6% | -128.0% | -36.5% |
| All | +26.6% | +149.6% | -123.0% | -36.5% |
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