+23.9%
BABA vs SBUX
+253.7%
-229.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +11.6% | +1.7% | +10.0% | +10.9% |
| 30D | +2.3% | +12.6% | -10.4% | -2.5% |
| 3M | -13.7% | +0.8% | -14.5% | -14.4% |
| 6M | -21.9% | +0.2% | -22.1% | -22.7% |
| YTD | -24.6% | +27.4% | -52.1% | -32.7% |
| 1Y | -34.1% | +31.5% | -65.6% | -42.2% |
| 3Y | +36.3% | +9.3% | +27.0% | +23.9% |
| 5Y | -26.7% | +1.5% | -28.2% | -33.3% |
| 10Y | +19.2% | +147.9% | -128.7% | -30.0% |
| All | +23.9% | +253.7% | -229.9% | -37.2% |
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 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