+16.3%
BABA vs SBUX
+269.0%
-252.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.7% |
| 7D | +2.4% | +4.9% | -2.6% | +0.4% |
| 30D | -7.8% | +21.2% | -28.9% | -14.5% |
| 3M | -22.4% | +5.7% | -28.0% | -24.4% |
| 6M | -26.0% | +6.0% | -32.0% | -28.4% |
| YTD | -29.3% | +32.9% | -62.2% | -37.9% |
| 1Y | -37.5% | +33.3% | -70.8% | -45.5% |
| 3Y | +31.9% | +13.0% | +18.9% | +18.4% |
| 5Y | -33.4% | +8.8% | -42.3% | -41.1% |
| 10Y | +15.7% | +154.6% | -138.9% | -32.6% |
| All | +16.3% | +269.0% | -252.7% | -42.0% |
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