+1,003.4%
BAC vs SBUX
+45,583.6%
-44,580.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.1% | +4.9% | -2.9% | +0.3% |
| 30D | -6.7% | +21.2% | -27.9% | -13.1% |
| 3M | -20.2% | +5.7% | -25.9% | -22.0% |
| 6M | -0.2% | +6.0% | -6.2% | -2.9% |
| YTD | -6.4% | +32.9% | -39.3% | -16.6% |
| 1Y | -3.1% | +33.3% | -36.4% | -13.9% |
| 3Y | +96.7% | +13.0% | +83.7% | +78.6% |
| 5Y | +21.3% | +8.8% | +12.4% | +10.0% |
| 10Y | +237.7% | +154.6% | +83.1% | +125.1% |
| All | +1,003.4% | +45,583.6% | -44,580.2% | +146.0% |
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