+11.7%
BABA vs SBUX
+146.3%
-134.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -13.8% | +1.6% | -15.3% | -14.3% |
| 30D | -15.1% | +14.8% | -29.9% | -19.4% |
| 3M | -22.7% | -0.8% | -21.9% | -22.8% |
| 6M | -34.7% | +2.2% | -36.9% | -35.8% |
| YTD | -35.0% | +29.5% | -64.5% | -42.0% |
| 1Y | -40.4% | +27.0% | -67.4% | -46.7% |
| 3Y | +21.9% | +10.9% | +11.0% | +11.0% |
| 5Y | -39.9% | +7.4% | -47.3% | -46.6% |
| All | +11.7% | +146.3% | -134.6% | -25.8% |
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