+1,420.9%
BA vs SBUX
+44,008.9%
-42,588.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -1.7% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | -9.1% | +10.5% | -19.6% | -11.7% |
| 3M | -28.2% | +0.7% | -28.9% | -28.5% |
| 6M | -23.1% | +2.3% | -25.5% | -23.9% |
| YTD | -20.6% | +28.4% | -48.9% | -26.4% |
| 1Y | -12.7% | +31.4% | -44.1% | -19.8% |
| 3Y | -11.6% | +11.5% | -23.1% | -16.9% |
| 5Y | -23.1% | +2.2% | -25.4% | -26.5% |
| 10Y | +34.4% | +149.7% | -115.3% | +6.5% |
| All | +1,420.9% | +44,008.9% | -42,588.0% | +533.3% |
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