+1,683.6%
BE vs SBUX
+12.5%
+1,671.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.8% | +8.1% | +10.3% |
| 7D | -1.2% | +4.8% | -6.0% | -2.9% |
| 30D | -30.9% | +20.6% | -51.5% | -36.1% |
| 3M | -11.6% | +4.3% | -15.9% | -13.1% |
| 6M | -25.7% | +5.5% | -31.2% | -28.1% |
| YTD | +123.1% | +32.3% | +90.8% | +97.6% |
| 1Y | +43.4% | +31.2% | +12.2% | +27.0% |
| 3Y | +1,683.6% | +14.8% | +1,668.8% | +1,562.3% |
| All | +1,683.6% | +12.5% | +1,671.1% | +1,562.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling