-35.7%
BABA vs SBUX
+8.8%
-44.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -3.6% | +0.2% | -3.8% | -3.8% |
| 30D | -8.4% | +19.1% | -27.4% | -14.5% |
| 3M | -20.6% | +3.6% | -24.2% | -22.1% |
| 6M | -25.4% | +5.1% | -30.5% | -27.5% |
| YTD | -30.1% | +32.9% | -63.0% | -38.9% |
| 1Y | -36.3% | +30.4% | -66.7% | -44.1% |
| 3Y | +30.4% | +13.0% | +17.4% | +20.9% |
| 5Y | -35.7% | +10.5% | -46.3% | -51.2% |
| All | -35.7% | +8.8% | -44.5% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling