+976.0%
BAC vs SBUX
+43,697.3%
-42,721.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -1.2% | +1.7% | -2.9% | -1.8% |
| 30D | -7.7% | +12.6% | -20.3% | -11.7% |
| 3M | -21.2% | +0.8% | -22.0% | -21.6% |
| 6M | -6.8% | +0.2% | -7.0% | -7.4% |
| YTD | -8.7% | +27.4% | -36.2% | -17.4% |
| 1Y | -5.3% | +31.5% | -36.8% | -15.5% |
| 3Y | +87.4% | +9.3% | +78.2% | +72.3% |
| 5Y | +18.9% | +1.5% | +17.4% | +10.6% |
| 10Y | +273.3% | +147.9% | +125.4% | +151.3% |
| All | +976.0% | +43,697.3% | -42,721.3% | +143.7% |
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 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