+31.8%
BA vs SBUX
+144.4%
-112.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | +1.1% | +1.7% | -0.6% | +0.1% |
| 30D | -7.9% | +12.6% | -20.6% | -14.4% |
| 3M | -25.3% | +0.8% | -26.1% | -26.1% |
| 6M | -24.6% | +0.2% | -24.8% | -25.5% |
| YTD | -20.1% | +27.4% | -47.6% | -32.7% |
| 1Y | -11.8% | +31.5% | -43.2% | -27.5% |
| 3Y | -10.1% | +9.3% | -19.4% | -22.1% |
| 5Y | -22.7% | +1.5% | -24.3% | -31.2% |
| All | +31.8% | +144.4% | -112.7% | -30.4% |
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