+911.5%
BE vs SBUX
+145.7%
+765.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.6% | +8.4% |
| 7D | +20.0% | -3.1% | +23.1% | +22.9% |
| 30D | +7.9% | -0.9% | +8.8% | +8.6% |
| 3M | -13.2% | +11.6% | -24.8% | -21.9% |
| 6M | +53.5% | +8.8% | +44.7% | +42.3% |
| YTD | +191.0% | +26.3% | +164.7% | +137.8% |
| 1Y | +360.5% | +23.1% | +337.4% | +278.9% |
| 3Y | +1,568.0% | +15.0% | +1,553.1% | +1,232.8% |
| 5Y | +1,055.2% | +0.4% | +1,054.8% | +933.1% |
| All | +911.5% | +145.7% | +765.8% | +431.1% |
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