+391.9%
BAC vs SBUX
+128.3%
+263.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.2% |
| 7D | -0.3% | -6.2% | +6.0% | +2.7% |
| 30D | -1.8% | -6.4% | +4.7% | +1.2% |
| 3M | +15.3% | +1.0% | +14.2% | +14.3% |
| 6M | +30.2% | -0.4% | +30.6% | +29.0% |
| YTD | +15.6% | +20.0% | -4.4% | +4.4% |
| 1Y | +27.5% | +22.8% | +4.7% | +13.0% |
| 3Y | +137.0% | +12.3% | +124.7% | +108.5% |
| 5Y | +75.6% | -6.4% | +82.0% | +68.5% |
| All | +391.9% | +128.3% | +263.6% | +184.6% |
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 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