+1,784.6%
BE vs SBUX
+15.5%
+1,769.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.4% | +12.0% | +10.7% |
| 7D | +29.8% | -3.9% | +33.7% | +31.8% |
| 30D | +26.4% | -2.8% | +29.2% | +27.9% |
| 3M | +9.3% | +8.2% | +1.1% | +4.2% |
| 6M | +105.1% | +4.3% | +100.8% | +99.9% |
| YTD | +219.0% | +23.3% | +195.7% | +189.7% |
| 1Y | +418.8% | +24.3% | +394.5% | +366.0% |
| 3Y | +1,784.6% | +15.5% | +1,769.1% | +1,568.2% |
| All | +1,784.6% | +15.5% | +1,769.1% | +1,568.2% |
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 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