+24.3%
BMY vs SBUX
-4.5%
+28.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | -4.8% | -6.3% | +1.5% | -4.0% |
| 30D | -0.7% | -3.9% | +3.2% | -0.2% |
| 3M | +15.3% | +3.3% | +12.0% | +14.8% |
| 6M | +8.5% | +1.4% | +7.1% | +8.1% |
| YTD | +23.4% | +21.0% | +2.5% | +20.0% |
| 1Y | +42.9% | +22.4% | +20.5% | +38.4% |
| 3Y | +22.0% | +13.2% | +8.7% | +18.0% |
| 5Y | +24.3% | -5.2% | +29.5% | +18.9% |
| All | +24.3% | -4.5% | +28.9% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling