+23.4%
BA vs SBUX
+146.7%
-123.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.3% |
| 7D | -0.6% | +1.0% | -1.6% | -1.2% |
| 30D | -8.0% | +16.6% | -24.6% | -16.2% |
| 3M | -25.8% | -0.6% | -25.2% | -26.0% |
| 6M | -27.6% | +1.8% | -29.4% | -29.2% |
| YTD | -21.0% | +29.7% | -50.7% | -34.2% |
| 1Y | -12.3% | +26.1% | -38.3% | -25.9% |
| 3Y | -12.8% | +10.3% | -23.0% | -24.8% |
| 5Y | -22.4% | +7.6% | -30.0% | -34.0% |
| All | +23.4% | +146.7% | -123.4% | -37.0% |
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