+977.1%
BE vs SBUX
+135.2%
+841.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -0.9% | -1.3% |
| 7D | +23.9% | -6.3% | +30.2% | +30.0% |
| 30D | +27.8% | -3.9% | +31.7% | +31.5% |
| 3M | +3.7% | +3.3% | +0.4% | -0.8% |
| 6M | +78.0% | +1.4% | +76.5% | +74.2% |
| YTD | +209.9% | +21.0% | +189.0% | +161.6% |
| 1Y | +389.6% | +22.4% | +367.2% | +303.7% |
| 3Y | +1,730.6% | +13.2% | +1,717.4% | +1,368.3% |
| 5Y | +1,227.8% | -5.2% | +1,233.0% | +1,146.3% |
| All | +977.1% | +135.2% | +841.9% | +484.2% |
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