+214.5%
BAC vs SBUX
+146.7%
+67.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.8% |
| 7D | +1.5% | +1.0% | +0.5% | +1.0% |
| 30D | -6.4% | +16.6% | -23.0% | -12.9% |
| 3M | -21.7% | -0.6% | -21.1% | -21.7% |
| 6M | +0.5% | +1.8% | -1.3% | -1.1% |
| YTD | -6.7% | +29.7% | -36.4% | -18.9% |
| 1Y | -4.7% | +26.1% | -30.7% | -16.2% |
| 3Y | +96.1% | +10.3% | +85.8% | +76.3% |
| 5Y | +21.7% | +7.6% | +14.1% | +8.4% |
| All | +214.5% | +146.7% | +67.7% | +74.7% |
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