+28.2%
BABA vs SBUX
+250.6%
-222.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.8% |
| 7D | -4.8% | -3.1% | -1.6% | -3.6% |
| 30D | -11.9% | -0.9% | -11.0% | -11.8% |
| 3M | -9.3% | +11.6% | -20.9% | -13.6% |
| 6M | -14.2% | +8.8% | -23.0% | -18.0% |
| YTD | -22.0% | +26.3% | -48.3% | -30.0% |
| 1Y | -12.7% | +23.1% | -35.8% | -21.4% |
| 3Y | +26.7% | +15.0% | +11.7% | +12.2% |
| 5Y | -29.3% | +0.4% | -29.7% | -35.5% |
| 10Y | +21.2% | +130.7% | -109.4% | -25.8% |
| All | +28.2% | +250.6% | -222.4% | -34.6% |
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