+15.8%
BABA vs SBUX
+155.2%
-139.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.8% | -7.5% | -5.1% |
| 7D | +3.8% | +4.8% | -1.0% | +1.9% |
| 30D | -5.4% | +20.6% | -26.0% | -11.8% |
| 3M | -17.9% | +4.3% | -22.2% | -19.6% |
| 6M | -24.1% | +5.5% | -29.6% | -26.3% |
| YTD | -27.4% | +32.3% | -59.8% | -35.8% |
| 1Y | -36.1% | +31.2% | -67.2% | -43.5% |
| 3Y | +35.4% | +14.8% | +20.5% | +21.5% |
| 5Y | -30.1% | +8.0% | -38.0% | -38.1% |
| 10Y | +15.8% | +148.7% | -132.9% | -24.9% |
| All | +15.8% | +155.2% | -139.4% | -24.9% |
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