+1,438.9%
BA vs SBUX
+45,558.7%
-44,119.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -1.4% | +0.2% | -1.6% | -1.5% |
| 30D | -7.9% | +19.1% | -27.0% | -12.3% |
| 3M | -25.2% | +3.6% | -28.8% | -26.1% |
| 6M | -26.7% | +5.1% | -31.9% | -28.1% |
| YTD | -19.6% | +32.9% | -52.5% | -26.3% |
| 1Y | -10.6% | +30.4% | -41.0% | -17.7% |
| 3Y | -11.2% | +13.0% | -24.2% | -17.0% |
| 5Y | -20.4% | +10.5% | -31.0% | -25.5% |
| 10Y | +26.8% | +152.8% | -126.0% | 0.0% |
| All | +1,438.9% | +45,558.7% | -44,119.8% | +534.6% |
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