+790.5%
BKNG vs SBUX
+3,728.5%
-2,938.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -2.9% |
| 7D | -13.1% | -6.3% | -6.9% | -10.4% |
| 30D | -18.5% | -3.9% | -14.7% | -17.1% |
| 3M | +5.8% | +3.3% | +2.5% | +4.1% |
| 6M | -2.1% | +1.4% | -3.6% | -3.4% |
| YTD | -18.6% | +21.0% | -39.6% | -26.1% |
| 1Y | -21.7% | +22.4% | -44.1% | -29.7% |
| 3Y | +40.9% | +13.2% | +27.7% | +24.4% |
| 5Y | +91.0% | -5.2% | +96.2% | +81.6% |
| 10Y | +213.2% | +128.3% | +84.8% | +96.6% |
| All | +790.5% | +3,728.5% | -2,938.0% | +18.8% |
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